James Ralph Boothe
Chief Investment Officer bij Brentview Investment Management LLC
Profiel
Mr. James R.
Boothe, CFA MBA, is a Chief Investment Officer & Portfolio Manager at Brentview Investment Management LLC.
Previously, Mr. Boothe was at Santa Barbara Asset Management where he was the Chief Investment Officer and creator of the flagship Dividend Growth strategy which began in 2004.
He also served as the sole portfolio manager across the suite of Dividend Growth strategies.
Prior to joining Santa Barbara, he was a Portfolio Manager and an Industrials Analyst at USAA.
Preceding this, he worked at San Juan Asset Management as a Portfolio Manager and Analyst.
He has also published a series of institutional research papers on dividend stocks.
Mr. Boothe received a B.B.A.
from Kent State University and an M.B.A.
in Finance from Loyola Marymount University.
He holds the Chartered Financial Analyst designation.
Actieve functies van James Ralph Boothe
| Bedrijven | Functie | Begin |
|---|---|---|
Brentview Investment Management LLC
 Brentview Investment Management LLC Investment ManagersFinance Brentview Investment Management LLC provides investment advice. The private company is based in Northfield, IL. | Chief Investment Officer | 01-06-2019 |
Eerdere bekende functies van James Ralph Boothe
| Bedrijven | Functie | Einde |
|---|---|---|
Santa Barbara Asset Management LLC
 Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Chief Investment Officer | 08-07-2019 |
USAA Investment Services Co.
 USAA Investment Services Co. Investment ManagersFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Portfolio Manager-Equities | 01-01-2000 |
San Juan Asset Management, Inc.
 San Juan Asset Management, Inc. Investment ManagersFinance San Juan Asset Management, Inc. operates as an independent investment advisory firm. It manages assets for large institutions, family offices and high net worth individuals. The company was founded by José A. Vizcarrondo in 2005 and is headquartered in San Juan, Puerto Rico. | Corporate Officer/Principal | - |
| NUVEEN TAX-ADVANTAGED DIVIDEND GROWTH FUND | Corporate Officer/Principal | - |
Opleiding van James Ralph Boothe
| Kent State University (Ohio) | Undergraduate Degree |
| Loyola Marymount University | Masters Business Admin |
Ervaring
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| Bedrijven in privébezit | 5 |
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USAA Investment Services Co.
USAA Investment Services Co. Investment ManagersFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Finance |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Finance |
Nuveen Tax-Advantaged Dividend Growth Fund
 Nuveen Tax-Advantaged Dividend Growth Fund Investment Trusts/Mutual FundsMiscellaneous Nuveen Tax-Advantaged Dividend Growth Fund is a diversified, closed-end management investment company. Its investment objective is to provide an attractive level of distributions and capital appreciation. It also seeks to reduce and defer potential federal income tax liabilities incurred by the holders of its common shares in connection with their investment in the fund. The company was founded on February 22, 2007 and is headquartered in Chicago, IL. | Miscellaneous |
San Juan Asset Management, Inc.
San Juan Asset Management, Inc. Investment ManagersFinance San Juan Asset Management, Inc. operates as an independent investment advisory firm. It manages assets for large institutions, family offices and high net worth individuals. The company was founded by José A. Vizcarrondo in 2005 and is headquartered in San Juan, Puerto Rico. | Finance |
Brentview Investment Management LLC
Brentview Investment Management LLC Investment ManagersFinance Brentview Investment Management LLC provides investment advice. The private company is based in Northfield, IL. | Finance |
