Brian Philip Shepardson
Analyst-Equity at James Investment Research, Inc.
Profile
Mr. Brian P.
Shepardson, CFA, is a Vice President & Portfolio Manager at James Investment Research, Inc. He has been with James since 1999.
He has many duties including the analysis of equities, fixed income, and mutual funds.
In 2003, he was promoted to a Portfolio Manager.
He obtained his Bachelor of Business Administration in Finance from the University of Cincinnati in 1996.
In addition to the Chartered Financial Analyst designation, he has also earned the Chartered Investment Counselor designation from the Investment Counsel Association of America.
Brian Philip Shepardson active positions
| Companies | Position | Start |
|---|---|---|
James Investment Research, Inc.
 James Investment Research, Inc. Investment ManagersFinance James Investment Research, Inc. (James Investment) is an independent, SEC-registered investment advisor headquartered in Xenia, Ohio. Founded in 1972, JIR provides comprehensive wealth management services to individual and institutional clients. | Analyst-Equity | 1998-12-31 |
Training of Brian Philip Shepardson
| University of Cincinnati (Ohio) | Undergraduate Degree |
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Private companies
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Linked companies
| Private companies | 1 |
|---|---|
James Investment Research, Inc.
James Investment Research, Inc. Investment ManagersFinance James Investment Research, Inc. (James Investment) is an independent, SEC-registered investment advisor headquartered in Xenia, Ohio. Founded in 1972, JIR provides comprehensive wealth management services to individual and institutional clients. | Finance |
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