James Boothe, CFA

James Boothe, CFA

Chief Investment Officer -Portfolio Manager @ Brentview Investment Management

Country

United States

City

Los Angeles

Industry

Investment Management

Skill

Investments, Mutual Funds, Portfolio Management, Equity Research, Asset Managment, Securities, Equities, Alternative Investments, Hedge Funds, Financial Modeling, Fixed Income, Asset Management, Valuation, Asset Allocation, Investment Management

Experience

Brentview Investment Management

Chief Investment Officer -Portfolio Manager

Brentview Investment Management

LinkedIn
2019-6 - Present · 7 yrs 4 mos

Los Angeles, California

Dividend Growth portfolio manager. Developed the original dividend growth strategy and process.

Santa Barbara Asset Management

Chief Investment Officer - Portfolio Manager

Santa Barbara Asset Management

2002-1 - 2019-6 · 17 yrs 6 mos

Century City Office

Sole portfolio manager for large cap dividend growth, global dividend growth, and international dividend growth strategies. Assets exceed $10 billion. Select Dividend Growth was awarded the 2017 top ranked Global Equity -Large Cap Core by CAMRADATA Asset View. Featured in Barron's Sept.8th 2012. Dividend Growth named Large Cap SMA Manager of the year in 2012. International Fund won the Lipper award for it's category in 2016. Fund symbols NSBRX, NUGIX, NUIIX. Global equity income fund has a UCITS.

USAA Investment Management

Securities Analyst - San Antonio

USAA Investment Management

1993-8 - 2001-5 · 7 yrs 10 mos

Education

Loyola Marymount University, College of Business Administration

Loyola Marymount University, College of Business Administration

LinkedIn

Finance

Kent State University

Kent State University

LinkedIn

Finance

James Boothe, CFA's Contact Information

Email

******@***.com

Phone

(**) *** ****

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