BakerAvenue Wealth Management
James is a Senior Portfolio Analyst at BakerAvenue and has responsibilities in the firm’s specialized strategies on concentrated stock management and options. James primarily focuses on technical analysis to evaluate the trends and patterns of the markets. As a member of the Investment Committee, he also supports the team on research and analysis.
Prior to joining BakerAvenue, James was a Portfolio Manager at Cresset Capital where he was responsible for the construction and implementation of client portfolios.
James attended Cal State Fullerton and graduated Cum Laude with a B.A. in Finance. He is a Chartered Financial Analyst (CFA) and a member of the CFA Society of San Francisco.
BakerAvenue Wealth Management
We believe Baker Avenue Asset Management offers a smarter, safer approach to growing and preserving your wealth. Our innovative investment style builds powerful downside protection into a strategy for long-term growth.