Dr. Frank James, Ph.D
Dr. Frank James, Ph.D.,
Is the Founder and Chairman of James Investment Research. Dr. James earned his Ph.D. from Rensselaer Polytechnic Institute in 1967. His dissertation, The Implications of Trend Persistency in Portfolio Management, provided a computer-based study of the price movements of every security listed on the New York Stock Exchange between 1926 and 1960.
The results of his research in identifying securities with high probability of future appreciation continue to be used in the firm today. Dr. James was formerly in charge of the graduate management program, and a professor of Management and Statistics, at the Air Force Institute of Technology.
Barry James, CFA, CIC
~ President, CEO
President and Portfolio Manager with James Investment Research, and President of the James Advantage Funds. Barry received his undergraduate degree from The United States Air Force Academy and his Master's Degree from Boston University.
He joined James Investment Research in its beginning years before a tour of duty as an officer with the United States Air Force. He returned to the company in 1986.
Ann Shaw, CFP
Chief Operating Officer and Portfolio Manager. Ann is a senior member of the Investment Committee and is involved in security analysis and client service.
She received her Bachelor's Degree from Capital University. Ann's CFP designation brings essential knowledge and expertise to our individual client base.
Tom Mangan, MBA, CMFC
~ Sr. Vice President
Senior Vice President and Portfolio Manager of JIR. Tom is a graduate of The Ohio State University and earned his MBA from the University of Notre Dame in 1974.
Tom has over 20 years experience in trading and portfolio management, including positions in New York, London and Chicago before joining James Investment Research in 1994.He was Senior Vice President at Fuji Securities in Chicago prior to joining James.
David W. James, CFA
~ Sr. Vice President / Director of Research
Senior Vice President, Portfolio Manager, and an Investment Committee member for JIR.
David's responsibilities include a variety of research projects and statistical analysis. David started with JIR in 1981 and helped develop the computer model for screening stocks.
R. Brian Culpepper, MBA, CMFC
~ First Vice President
First Vice President and Portfolio Manager, and serves as an Investment Committee member. Brian assists in our research and helps analyze stocks and mutual funds.
Brian often presents to the Investment Committee. He is a graduate of Wright State University in Dayton, Ohio where he earned a double Bachelor of Science degree in Management Information Systems and Management in 1995 an MBA in 2005.
Brian Shepardson, CFA, CIC
~ Assistant Vice President
Has been with James since 1999. He has many duties including the analysis of equities, fixed income, and mutual funds.
In 2003 Brian was promoted to a Portfolio Manager having earned his CFA designationIn addition to the Chartered Financial Analyst designation, he has also earned the Chartered Investment Counselor designation from the Investment Counsel Association of America and Chartered Mutual Fund Counselor from the College for Financial Planning.