Jim Birdwell
Portfolio Manager-Equities at Aristotle Capital Management LLC
Profile
Mr. James P.
Birdwell is a Principal & Managing Director at Aristotle Capital Management LLC.
He is a member of the Aristotle Capital Private Client Group, which is the specialty wealth-management division of Aristotle Capital.
His focus is helping independent-minded, high-net-worth investors achieve their financial objectives with comprehensive client service and support.
Mr. Birdwell was previously employed as a Portfolio Manager & Analyst by Reed, Conner & Birdwell LLC, a Principal by Dean Witter Reynolds, Inc., and an Analyst by Farmers Insurance Group, Inc.
He earned his Bachelor of Arts degree in Rhetoric from the University of California, Berkeley and his MBA with emphasis in Finance from the University of Southern California.
Jim Birdwell active positions
Companies | Position | Start |
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Aristotle Capital Management LLC
Aristotle Capital Management LLC Investment ManagersFinance Aristotle Capital Management LLC (Aristotle Capital) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Howard R. Gleicher and Steven M. Borowski in 2010. Aristotle Capital serves as a discretionary investment advisor to institutional and retail separate account clients and as a discretionary investment advisor to private pooled investment vehicles. They provide equity, fixed and balanced portfolio management services for institutional and high net worth clients. | Portfolio Manager-Equities | 31/12/2011 |
Former positions of Jim Birdwell
Companies | Position | End |
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Reed, Conner & Birdwell LLC
Reed, Conner & Birdwell LLC Investment ManagersFinance Founded in 1959, Reed, Conner & Birdwell LLC is a registered investment advisor located in Los Angeles. The firm is a subsidiary of City National Corp. (NYSE: CYN). They manage assets for high net-worth individuals, families and institutional clients. | Analyst-Equity | 10/10/2010 |
Farmers Insurance Group, Inc. (P&C)
Farmers Insurance Group, Inc. (P&C) Multi-Line InsuranceFinance Farmers Insurance Group, Inc. provides property and casualty insurance. The company was founded by John C. Tyler and Thomas E. Leavey and is headquartered in Woodland Hills, CA. | Corporate Officer/Principal | - |
Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - |
Training of Jim Birdwell
University of California, Berkeley | Undergraduate Degree |
University of Southern California | 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 |
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Reed, Conner & Birdwell LLC
Reed, Conner & Birdwell LLC Investment ManagersFinance Founded in 1959, Reed, Conner & Birdwell LLC is a registered investment advisor located in Los Angeles. The firm is a subsidiary of City National Corp. (NYSE: CYN). They manage assets for high net-worth individuals, families and institutional clients. | Finance |
Dean Witter Reynolds, Inc. | Finance |
Farmers Insurance Group, Inc. (P&C)
Farmers Insurance Group, Inc. (P&C) Multi-Line InsuranceFinance Farmers Insurance Group, Inc. provides property and casualty insurance. The company was founded by John C. Tyler and Thomas E. Leavey and is headquartered in Woodland Hills, CA. | Finance |
Aristotle Capital Management LLC
Aristotle Capital Management LLC Investment ManagersFinance Aristotle Capital Management LLC (Aristotle Capital) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Howard R. Gleicher and Steven M. Borowski in 2010. Aristotle Capital serves as a discretionary investment advisor to institutional and retail separate account clients and as a discretionary investment advisor to private pooled investment vehicles. They provide equity, fixed and balanced portfolio management services for institutional and high net worth clients. | Finance |
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