Title: Financial Analyst, Portfolio Manager (Retired)
Company: Segall Bryant & Hamill
Location: Yarmouth Port, Massachusetts, United States
James Michael Weiss, Retired Financial Analyst and Portfolio Manager at Segall Bryant & Hamill, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in business.
Known for his abilities as a financial analyst and portfolio manager, Mr. Weiss spent 45 years in the field before retiring in 2017. He started his career as a credit analyst for Provident National Bank and as a partner and senior portfolio manager at Stein Roe & Farnham Investment Council, and steadily worked his way up the chain. He served as a principal, first vice president, and senior vice president at the latter before leaving to join IDS Advanced Group, Inc., as an executive vice president and senior portfolio manager. After two years, Mr. Weiss was promoted to president and chief investment officer (CIO) of IDS Equity Advisors. He then became the senior vice president, the deputy CIO of equities, the deputy head of equities, and the executive vice president of the management committee of the State Standard Research & Management Company, and the president of Weiss Capital Management, Inc. Mr. Weiss ran his eponymous firm for 13 years before obtaining his final professional position, senior portfolio manager of Segall Bryant & Hamill.
Mr. Weiss considers the highlight of his career to be his relationship with his clients. He found it to be really rewarding to help and interact with so many people. Mr. Weiss was also proud of the work he did as the deputy head of equities of the State Standard Research & Management Company. He had approximately 80 people investment professionals reporting to him, and he was honored to be chosen for the role. Mr. Weiss attributes his success to working for strong companies and to having integrity and a great education. His professional designations include a Master of Business Administration from the University of Pennsylvania Wharton School and a Bachelor of Arts from Marquette University. He was also a chartered financial analyst and a chartered investment counselor.
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