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James Edmund Demmert
Algemeen Directeur bij Main Street Research LLC
Profiel
Mr. James E.
Demmert is a Founder & Chief Investment Officer at Main Street Research LLC.
He has been managing investment portfolios for institutional and individual investors for over 35 years.
He has experience in all aspects of investment management including equity and fixed income research, trading and portfolio management.
He has particular expertise in macro-economic research and risk management and is responsible for creating the firm’s Active Risk Management processes.
Mr. Demmert is a seasoned wealth manager and is experienced in the areas of retirement, financial, estate and tax planning.
Prior to founding Main Street Research in 1993, Mr. Demmert’s past experience includes positions with LF Rothschild and Lehman.
He graduated from Harvard University.
Actieve functies van James Edmund Demmert
Bedrijven | Functie | Begin |
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Main Street Research LLC
![]() Main Street Research LLC Investment ManagersFinance Main Street Research LLC (MSR) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded by James E. Demmert in 1993. MSR provides wealth management services to individuals, families and foundations. | Algemeen Directeur | 01-01-1993 |
Eerdere bekende functies van James Edmund Demmert
Bedrijven | Functie | Einde |
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Lehman Brothers, Inc.
![]() Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | - |
Shearson Financial Services LLC
![]() Shearson Financial Services LLC Investment Banks/BrokersFinance Shearson Financial Services LLC is an SEC-registered investment broker/dealer located in Boca Raton, Florida. The firm is a member of FINRA, NYSE Arca, Inc. and the SIPC. Shearson Financial Services is a value-oriented investment firm that focuses on a wide variety of securities and insurance products. They employ a comprehensive value-seeking approach that emphasizes risk aversion. All of the firm's investments are independently valued prior to the making of investment selection decisions. As a general rule for their bond accounts, broad diversification is primary. Shearson Financial Services invests mainly in investment grade instruments. For their equity accounts, they focus on a limited number of securities they believe have a compelling value. The firm utilizes fundamental and technical analysis of these positions on a regular basis. Their non-proprietary products and services represent what they believe to be core, fundamental strategies for serious investors. Shearson Financial Services seeks to mitigate risk by following independent, disciplined investment strategies which they believe will be less volatile over time than investment strategies offered by other financial institutions. Shearson Financial Services products and services include: (1) OTC corporate equity securities (2) corporate debt securities (3) retail mutual funds (4) U.S. government securities (5) municipal securities (6) variable life insurance and annuities (7) puts, calls and option writing (8) investment advisory services (9) serving as a non-exchange member arranging for transactions in securities listed by an exchange member(10) collateralized mortgage obligations (CMOs) and (11) the sale of interests in mortgages or other receivables including MBS. | Corporate Officer/Principal | - |
Opleiding van James Edmund Demmert
Harvard University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
Bedrijven in privébezit | 3 |
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Main Street Research LLC
![]() Main Street Research LLC Investment ManagersFinance Main Street Research LLC (MSR) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded by James E. Demmert in 1993. MSR provides wealth management services to individuals, families and foundations. | Finance |
Shearson Financial Services LLC
![]() Shearson Financial Services LLC Investment Banks/BrokersFinance Shearson Financial Services LLC is an SEC-registered investment broker/dealer located in Boca Raton, Florida. The firm is a member of FINRA, NYSE Arca, Inc. and the SIPC. Shearson Financial Services is a value-oriented investment firm that focuses on a wide variety of securities and insurance products. They employ a comprehensive value-seeking approach that emphasizes risk aversion. All of the firm's investments are independently valued prior to the making of investment selection decisions. As a general rule for their bond accounts, broad diversification is primary. Shearson Financial Services invests mainly in investment grade instruments. For their equity accounts, they focus on a limited number of securities they believe have a compelling value. The firm utilizes fundamental and technical analysis of these positions on a regular basis. Their non-proprietary products and services represent what they believe to be core, fundamental strategies for serious investors. Shearson Financial Services seeks to mitigate risk by following independent, disciplined investment strategies which they believe will be less volatile over time than investment strategies offered by other financial institutions. Shearson Financial Services products and services include: (1) OTC corporate equity securities (2) corporate debt securities (3) retail mutual funds (4) U.S. government securities (5) municipal securities (6) variable life insurance and annuities (7) puts, calls and option writing (8) investment advisory services (9) serving as a non-exchange member arranging for transactions in securities listed by an exchange member(10) collateralized mortgage obligations (CMOs) and (11) the sale of interests in mortgages or other receivables including MBS. | Finance |
Lehman Brothers, Inc.
![]() Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |