Brian Shepardson serves as a Senior Portfolio Manager and Vice President at James Investment Research, where he leverages his extensive expertise in portfolio management and asset allocation to guide high-net-worth clients in navigating complex investment landscapes. With credentials as a Chartered Financial Analyst (CFA) and...
Brian Shepardson serves as a Senior Portfolio Manager and Vice President at James Investment Research, where he leverages his extensive expertise in portfolio management and asset allocation to guide high-net-worth clients in navigating complex investment landscapes. With credentials as a Chartered Financial Analyst (CFA) and a Certified Investment Counselor (CIC), Brian has honed his skills in financial analysis and wealth management, advising clients with investable assets ranging from $1 million to over $50 million. His ability to clearly articulate investment strategies, risk assessments, and performance metrics has earned him a reputation as a trusted advisor in the industry.
In his current role, Brian is not only the Chief Financial Officer of James Advantage Funds but also leads the Trading department, where he mentors employees to enhance their performance and execution capabilities. His collaborative approach as a liaison between the Trading team and the Investment Committee ensures that investment decisions are aligned with the firm’s strategic objectives. Brian co-manages the firm’s largest fund, where he employs sophisticated investment strategies that balance equities and fixed income to optimize returns while managing risk.
Brian's commitment to client engagement is evident in his regular meetings with clients to review their financial goals, stock selections, and investment options. His proactive approach to client service has resulted in a robust referral network, further solidifying his position as a key player in the investment management arena. Through his leadership and expertise, Brian Shepardson continues to drive success at James Investment Research, helping clients achieve their financial aspirations with confidence.
