James Carl

MD of Sales at AdvisorShares

James brings extensive experience in the financial services industry, having worked with RIAs, investment managers and start-up financial services providers. He has taken an entrepreneurial approach to providing solutions and was a key driver in the strategic growth plans for several financial organizations over the past decade, demonstrating particular expertise in: building high performing teams, financial management, financial analysis, and business development. Prior to joining AdvisorShares, James worked as an independent financial consultant, where his primary client was an asset management team for an RIA/broker-dealer with $1 billion under management. From 2002 to 2004, while attending graduate school, James assisted in the strategic development and start-up phase of Curian Capital’s FOLIOAdvisor platform launch. While at FOLIOfn from 2000 to 2002, he raised the first $50 million of institutional assets for their FOLIOAdvisor platform as the manager of both the Business Development and the Institutional Sales teams. James has a Bachelors of Arts from the University of Delaware, and received a Masters of Science in Finance and a Masters of Business Administration from the University of Denver, Daniels College of Business.

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Arlington, United States

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AdvisorShares

AdvisorShares is an investment management firm designed to offer actively managed ETFs. Their vision is to be a global investment management firm with innovative products and services which provide access to some best-of-breed institutional money managers and experienced emerging money managers. The mission of AdvisorShares is to innovate not only their products but also how they service and communicate to their shareholders. They intend to provide transparency to ensure products are appropriately valued and traded in the market and offer a diversified selection of investment strategies to facilitate what they believe to be true diversification for their shareholders.


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