Profile

Mr. James W.
Concidine is a Founding Partner at Main Management LLC, a Chief Risk Officer at Main Management ETF Advisors LLC and a Founding Partner at Main Management Fund Advisors LLC.
He currently serves as a Managing Director and is a member of the Investment Committee.
Mr. Concidine began his career in the financial services industry in 1970 as a stock broker for Dain Kalman Quail in Rochester and Minneapolis, Minnesota.
He worked with retail clients from 1970-1978.
When the CBOE opened in April 1973, he began to specialize in conservative covered call writing strategies.
From 1978 to 1982, Mr. Concidine worked in the Institutional Sales group and was responsible for U.S.
equity sales to institutional accounts in the UK.
He joined Montgomery Securities in 1983 as Head of the International Institutional Sales Team.
From 1983 to 1992 he expanded the department to a team of 10 brokers covering global accounts outside the US.
Mr. Concidine retired from Montgomery Securities in 1992.
Since 1995, he has served as CIO for a sizable San Francisco family office where his duties include manager selection and asset allocation.

Jim Concidine active positions

CompaniesPositionStart
Founder 31/03/2002
Investment Committee Member -
Portfolio Manager-Equities -
All active positions of Jim Concidine

Former positions of Jim Concidine

CompaniesPositionEnd
Montgomery Securities, Inc. Corporate Officer/Principal 30/12/1991
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Experiences
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Connections

41

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4

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Linked companies

Private companies4
Montgomery Securities, Inc.

Finance

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