James B. Francis, CFA

James B. Francis, CFA has over 30 years of experience in the financial services industry. James B. began their career in 1987 as a Principal at State Street Global Advisors. In 2005, they moved to Northern Trust Global Investments as a Senior Vice President. In 2008, they became a Director at Deutsche Asset Management. From 2011 to 2014, they were a Senior Portfolio Manager at Geode Capital Management. From 2014 to 2016, they were an Independent Financial Services Consultant. From 2016 to 2018, they were a Director of Strategic Account Management at Axioma Inc. From 2018 to 2019, they were the Global Head of ETF Research at ETF Managers Group. Since 2019, they have been the Chief Research Officer, Managing Director of Securities Product and Research, and Director of Research, Publicly-Traded Securities at CRB Monitor.

James B. Francis, CFA holds a BS in Applied Mathematics from the University of Massachusetts Amherst. James B. also holds certifications from FINRA, including Series 7, 63, and 65, which they obtained in June 2019.