James McBride
Portfolio Manager-Equities at Scout Investments, Inc.
Profile
Mr. James R.
McBride, CFA MBA, is a Lead Portfolio Manager at Scout Investments, Inc. He is responsible for firm's Small Cap Equity Strategy and has over 32 years of financial industry experience.
Prior to joining Scout Investments through acquisition in 2009, Mr. McBride worked as vice president and portfolio manager of TrendStar, a firm he co-founded in 2003.
Prior to TrendStar, he was previously employed by KCM as a vice president and research analyst and also served in a number of increasingly responsible positions with Hewlett-Packard and subsidiary companies of Hewlett-Packard from 1989 through 2000.
Mr. McBride earned his MBA with a concentration in Finance from Indiana University and a Bachelor of Science degree, with honors, in Mechanical Engineering from Wichita State University.
He is also a graduate of the General Electric Manufacturing Management Program for Manufacturing Engineers in 1986.
He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
James McBride active positions
| Companies | Position | Start |
|---|---|---|
Scout Investments, Inc.
 Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Portfolio Manager-Equities | 30/06/2009 |
Former positions of James McBride
| Companies | Position | End |
|---|---|---|
TrendStar Advisors LLC
 TrendStar Advisors LLC Investment ManagersFinance Founded in 2003, TrendStar Advisors LLC is a registered investment advisor based in Overland Park, Kansas. They manage the TrendStar Small-Cap Fund and the TrendStar American Endeavor Fund | Analyst-Equity | 30/12/2008 |
Kornitzer Capital Management, Inc.
 Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients. | Corporate Officer/Principal | - |
| HP INC. | Corporate Officer/Principal | - |
Training of James McBride
| Indiana University | Masters Business Admin |
| Wichita State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| HP INC. | Electronic Technology |
| Private companies | 3 |
|---|---|
Kornitzer Capital Management, Inc.
Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients. | Finance |
Scout Investments, Inc.
Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Finance |
TrendStar Advisors LLC
TrendStar Advisors LLC Investment ManagersFinance Founded in 2003, TrendStar Advisors LLC is a registered investment advisor based in Overland Park, Kansas. They manage the TrendStar Small-Cap Fund and the TrendStar American Endeavor Fund | Finance |
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