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Jim McCall
Lid van de Investeringscommissie bij Ipswich Investment Management Co., Inc.
Profiel
Mr. James R.
McCall, CFA MBA, is a Managing Director at Ipswich Investment Management Co., Inc. He is also a Member of the Investment Committee of Ipswich Investment Management Co. He is a member of the Boston Security Analyst Society where he was a past director.
He is currently a Director of the Wingaersheek Improvement Association and Treasurer of the Sandy Way Association.
Prior to joining Ipswich Investment, Mr. McCall was President, CEO and Founder of Lighthouse Asset Management.
Previously he was President and CIO of Keystone Investment Management Co. where he directed a staff of 50 investment professionals managing more than $12 billion in investor assets.
Early in his career, he was a security analyst on Wall Street with Tucker Anthony & R.L.
Day.
During his career he has managed investment portfolios for individuals, corporations, pensions and retirement plans, small groups, endowments and mutual funds.
He is a past Director of the Newton Boys and Girls Club and The New Rep Theater.
He received his Bachelor’s degree from Boston College and MBA in Finance from Iona Graduate School of Business.
He is also a CFA charterholder.
Actieve functies van Jim McCall
Bedrijven | Functie | Begin |
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Ipswich Investment Management Co., Inc.
![]() Ipswich Investment Management Co., Inc. Investment ManagersFinance Founded in 1986, Ipswich Investment Management Co., Inc. is a registered investment advisor located in Ipswich, Massachusetts. The firm's clients include individuals, families, trusts, corporations, pension plans and profit sharing plans. | Lid van de Investeringscommissie | 01-10-2012 |
Eerdere bekende functies van Jim McCall
Bedrijven | Functie | Einde |
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Lighthouse Asset Management LLC
![]() Lighthouse Asset Management LLC Investment ManagersFinance Lighthouse Asset Management LLC provides investment advice. The company was founded by James R. McCall and is headquartered in Ipswich, MA. | Oprichter | - |
Opleiding van Jim McCall
Boston College | Undergraduate Degree |
Iona College | Masters Business Admin |
Ervaring
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Bedrijven in privébezit | 2 |
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Ipswich Investment Management Co., Inc.
![]() Ipswich Investment Management Co., Inc. Investment ManagersFinance Founded in 1986, Ipswich Investment Management Co., Inc. is a registered investment advisor located in Ipswich, Massachusetts. The firm's clients include individuals, families, trusts, corporations, pension plans and profit sharing plans. | Finance |
Lighthouse Asset Management LLC
![]() Lighthouse Asset Management LLC Investment ManagersFinance Lighthouse Asset Management LLC provides investment advice. The company was founded by James R. McCall and is headquartered in Ipswich, MA. | Finance |