James Archie Murray
Portfolio Manager-Equities at Phocas Financial Corp.
Profile
Mr. James A.
Murray, CFA, is a Portfolio Manager at Phocas Financial Corp.
From 1999 to 2005, Mr. Murray was the Trader and Senior REIT Analyst for Bay Isle Financial Institutional REIT portfolios and mutual fund.
Mr. Murray brings strong analytical and quantitative skills to the research team and portfolio management process, with particularly strong expertise in modeling real estate companies.
Prior to that, he spent four years at Charles Schwab, where he supervised that firm’s Tax and Dividend Departments.
Mr. Murray earned his B.A.
degree in Economics from Kenyon College.
He holds the Chartered Financial Analyst designation, and is a member of the Security Analysts of San Francisco.
James Archie Murray active positions
| Companies | Position | Start |
|---|---|---|
Phocas Financial Corp.
 Phocas Financial Corp. Investment ManagersFinance Phocas Financial Corp. (Phocas) is an independent, SEC-registered investment advisor headquartered in Alameda, California. The firm was founded by William F. K. Schaff in 2005. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. | Portfolio Manager-Equities | 31/03/2005 |
Former positions of James Archie Murray
| Companies | Position | End |
|---|---|---|
Bay Isle Financial Corp.
 Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | Analyst-Equity | 30/12/2004 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 30/12/1998 |
Training of James Archie Murray
| Kenyon College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Bay Isle Financial Corp.
Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | Finance |
Phocas Financial Corp.
Phocas Financial Corp. Investment ManagersFinance Phocas Financial Corp. (Phocas) is an independent, SEC-registered investment advisor headquartered in Alameda, California. The firm was founded by William F. K. Schaff in 2005. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
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