Profile
Mr. Jim L.
Carroll, CFA MBA, is Vice President at Loomis, Sayles & Co. LP.
Prior to Loomis Sayles, Mr. Carroll was a managing director for PaineWebber.
In this position, he was recognized by Institutional Investor magazine and Greenwich Research Associates as one of the country’s top energy analysts from 1984 to 1996.
He also served as co-manager of PaineWebber’s Performance Portfolio from 1993 to 1996.
From 1980 to 1984, he was vice president of Rotan Mosle Inc., a Houston-based energy research investment boutique, where he worked as an oil service analyst.
Before that, he was assistant vice president and portfolio manager at National Bank of Detroit, focusing on the chemical, insurance, and oil industries.
Mr. Carroll earned a BA and an MBA both from Wayne State University.
Former positions of Jim L. Carroll
| Companies | Position | End |
|---|---|---|
| PaineWebber, Inc. | Analyst-Equity | 1995-12-30 |
Rotan Mosle, Inc.
 Rotan Mosle, Inc. Investment Banks/BrokersFinance Rotan Mosle, Inc. provides investment banking and securities brokerage services. | Corporate Officer/Principal | 1983-12-30 |
| National Bank of Detroit | Corporate Officer/Principal | - |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Portfolio Manager-Equities | - |
Training of Jim L. Carroll
| Wayne State University (Michigan) | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Finance |
| PaineWebber, Inc. | Finance |
| National Bank of Detroit | Finance |
Rotan Mosle, Inc.
Rotan Mosle, Inc. Investment Banks/BrokersFinance Rotan Mosle, Inc. provides investment banking and securities brokerage services. | Finance |
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