Jim Moylan
Membre du Comité d'Investissement chez SFE Investment Counsel Inc.
Profil
Mr. James T.
Moylan, CFA MBA, is a Vice President & Co-Chief Investment Officer at SFE Investment Counsel Inc. Mr. Moylan co manages the investment management strategies at the firm.
These are separately managed accounts created for clients interested in socially responsible investing.
He is a shareholder in SFE, serves on its Investment Committee and writes the firm’s quarterly market commentary.
Before joining SFE in November 2007, Mr. Moylan was an equity analyst and portfolio manager for 12 years at McCullough, Andrews & Cappiello, a value-oriented investment management firm in San Francisco.
He received his BS Mathematics degree from the University of California, Los Angeles and an MBA from the University of California, Los Angeles.
Postes actifs de Jim Moylan
| Sociétés | Poste | Début |
|---|---|---|
SFE Investment Counsel Inc.
 SFE Investment Counsel Inc. Investment ManagersFinance SFE Investment Counsel, Inc. (SFE) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Earl Fisher in 1977. SFE provides investment advice and portfolio management services to individuals, families, trusts, charitable organizations, retirement plans, businesses and institutional investors. | Membre du Comité d'Investissement | 01/11/2007 |
Anciens postes connus de Jim Moylan
| Sociétés | Poste | Fin |
|---|---|---|
The DIRECTV Group, Inc.
 The DIRECTV Group, Inc. Cable/Satellite TVConsumer Services The DIRECTV Group, Inc. provides digital television entertainment services. It operates as a digital broadcast satellite service company. The firm transmits digital satellite television and audio to households in several countries. The company was founded in 1977 and is headquartered in El Segundo, CA. | Corporate Officer/Principal | 01/01/1995 |
HE Holdings, Inc.
 HE Holdings, Inc. Aerospace & DefenseElectronic Technology Part of RTX Corp., HE Holdings, Inc. distributes advanced electronic systems. The company is based in Detroit, MI. | Corporate Officer/Principal | - |
Stern Fisher Edwards, Inc.
 Stern Fisher Edwards, Inc. Investment Banks/BrokersFinance Founded in 1977, Stern Fisher Edwards, Inc. is an independent investment advisory firm and broker/dealer headquartered in Los Angeles. They use a top-down approach for their analysis. Their top-down analysis stats with global economic issues that impact the sectors they watch, and leads them to the specific industries and companies they follow. In picking stocks, they seek value in fundamentally sound businesses. They typically find it in small- and mid-cap companies, although their core holdings include large-cap companies. Stern Fisher likes dividend-paying stock with strong, customer-oriented management and solid growth potential. They prefer established firms that have retrenched or are launching new initiatives. | Analyst-Equity | - |
McCullough & Associates LLC
 McCullough & Associates LLC Investment ManagersFinance Founded in 1974, McCullough & Associates LLC is a registered investment advisor located in Mill Valley, California. The firm manages portfolios for high net-worth individuals, pension and profit sharing plans and charitable organizations. | Analyst-Equity | - |
Formation de Jim Moylan
| University of California, Los Angeles | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
McCullough & Associates LLC
McCullough & Associates LLC Investment ManagersFinance Founded in 1974, McCullough & Associates LLC is a registered investment advisor located in Mill Valley, California. The firm manages portfolios for high net-worth individuals, pension and profit sharing plans and charitable organizations. | Finance |
The DIRECTV Group, Inc.
The DIRECTV Group, Inc. Cable/Satellite TVConsumer Services The DIRECTV Group, Inc. provides digital television entertainment services. It operates as a digital broadcast satellite service company. The firm transmits digital satellite television and audio to households in several countries. The company was founded in 1977 and is headquartered in El Segundo, CA. | Consumer Services |
SFE Investment Counsel Inc.
SFE Investment Counsel Inc. Investment ManagersFinance SFE Investment Counsel, Inc. (SFE) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Earl Fisher in 1977. SFE provides investment advice and portfolio management services to individuals, families, trusts, charitable organizations, retirement plans, businesses and institutional investors. | Finance |
Stern Fisher Edwards, Inc.
Stern Fisher Edwards, Inc. Investment Banks/BrokersFinance Founded in 1977, Stern Fisher Edwards, Inc. is an independent investment advisory firm and broker/dealer headquartered in Los Angeles. They use a top-down approach for their analysis. Their top-down analysis stats with global economic issues that impact the sectors they watch, and leads them to the specific industries and companies they follow. In picking stocks, they seek value in fundamentally sound businesses. They typically find it in small- and mid-cap companies, although their core holdings include large-cap companies. Stern Fisher likes dividend-paying stock with strong, customer-oriented management and solid growth potential. They prefer established firms that have retrenched or are launching new initiatives. | Finance |
HE Holdings, Inc.
HE Holdings, Inc. Aerospace & DefenseElectronic Technology Part of RTX Corp., HE Holdings, Inc. distributes advanced electronic systems. The company is based in Detroit, MI. | Electronic Technology |
