James B. Francis, Cfa
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James B. Francis, Cfa Email & Phone Number

Chief Research Officer at CRB Monitor at CRB Monitor
Location: New York City Metropolitan Area, United States 10 work roles 1 school
1 work email found @optonline.net 9 phones found area 347, 270, 516, and 631 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 9 phones

Work email j****@optonline.net
Direct phone (347) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CRB Monitor
Role
Chief Research Officer at CRB Monitor
Location
New York City Metropolitan Area, United States
Company size
5 employees

Who is James B. Francis, Cfa? Overview

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Quick answer

James B. Francis, Cfa is listed as Chief Research Officer at CRB Monitor at CRB Monitor, a with 5 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at optonline.net, phone signal with area code 347, 270, 516, 631, and a matched LinkedIn profile for James B. Francis, Cfa.

James B. Francis, Cfa previously worked as Chief Research Officer at Crb Monitor and Managing Director of Securities Product and Research at Crb Monitor. James B. Francis, Cfa holds Bs In Applied Mathematics from University Of Massachusetts Amherst.

Company email context

Email format at CRB Monitor

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*@optonline.net
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AeroLeads found 1 current-domain work email signal for James B. Francis, Cfa. Compare company email patterns before reaching out.

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Profile bio

About James B. Francis, Cfa

Extensive and diverse portfolio management, trading, product development, relationship management and business development experience with top tier investment management and financial technology firms. Global expertise in quantitative, index, enhanced, and quantitative portfolio management for institutional, individual and family office clients; product launch and oversight of domestic, international, emerging markets and all-country investment strategies; ; ETF product launch and implementation; development and management of tax-aware and tax-managed equity portfolio management strategies; known in my industry as a solutions provider for institutional, individual, and family office investors.

Listed skills include Equities, Portfolio Management, Structured Products, Quantitative Investing, and 21 others.

Current workplace

James B. Francis, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

CRB Monitor
Crb Monitor
Chief Research Officer at CRB Monitor
nashville, tennessee, united states
Website
crbmonitor.com
Employees
5
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Company profile
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10 roles

James B. Francis, Cfa work experience

A career timeline built from the work history available for this profile.

Chief Research Officer

Current
Crb Monitor

New York City Metropolitan Area

Nov 2019 - Present

Managing Director Of Securities Product And Research

Crb Monitor

New York City Metropolitan Area

Jan 2021 - Jan 2022

Director Of Research, Publicly-Traded Securities

Crb Monitor

Greater New York City Area

CRB Monitor is a comprehensive, detailed database and user interface, providing financial institutions with a wealth of information on cannabis industry participants. With details on more than 35,000 cannabis-related businesses and 50,000 beneficial owners, CRB Monitor sets the industry standard as a plug-and-play solution for compliance teams. And through our extensive research into the cannabis investment space, we provide our clients access to CRB Monitor's database of over 1,200 publicly-listed, cannabis-related companies, making CRB Monitor an essential risk management tool for asset managers', custody banks, and broker/dealers.

Nov 2019 - Jan 2021

Global Head Of Etf Research

Etf Managers Group

Greater New York City Area

Global Head of ETF ResearchETF Managers Group offers the only full service solution for all ETF product types. Our unique platform and service model is engineered to provide a time and cost efficient experience customizable to fit every product need. Our philosophy starts with the fact that no two ETF products are alike, therefore there is no “in the box solution” to truly meet the product needs in today’s ETF market. At ETFMG, we offer engineered solutions to market success.

May 2018 - Oct 2019

Director, Strategic Account Management

Axioma Inc.

Greater New York City Area

Axioma is a privately-owned industry leader in building risk management and portfolio construction software to more than 300 asset managers, asset owners and investment consultants. Managed strategic client accounts representing $ trillions in asset under management and more than $5 million in annual revenue.• Achieved 100% business retention via contract renewals while negotiating upsells of new products.• Recommended and presented investment solutions to portfolio managers, researchers, risk and compliance managers, resulting in broad-based revenue opportunities.• Utilized extensive industry experience to contribute to development of enhancements to portfolio construction tools.• Leveraged extensive network of relationships to play critical role in originating new business opportunities with asset managers and asset owners worldwide.

Jul 2016 - Apr 2018

Independent Financial Services Consultant

Independent Consultant

Westport, Ct

Leverage quantitative skills and market experience to provide analysis and guidance to industry practitioners.

Apr 2014 - Jul 2016

Senior Portfolio Manager

Geode Capital Management

Greater Boston Area

Lead Portfolio Manager for Global Index Team

Sep 2011 - Apr 2014

Director

Deutsche Asset Management

Senior Portfolio Manager, Insurance Managed/Tax Managed EquitiesSenior Portfolio Manager, Active Quant Equities

Jun 2008 - Sep 2011

Principal At State Street Global Advisors

State Street

Senior PM, Global Structured Products Group

May 1987 - Feb 2005
Team & coworkers

Colleagues at CRB Monitor

Other employees you can reach at crbmonitor.com. View company contacts for 5 employees →

KS Kevin Sorhaindo Kevin Sorhaindo Colleague at Crb MonitorNew Rochelle, New York, United States View → KB Kyle Buckley Kyle Buckley Colleague at Crb MonitorNew York City Metropolitan Area, United States View → CB Charlotte Blake Charlotte Blake Colleague at Crb MonitorDorchester, England, United Kingdom View → EM Eric Mouch Eric Mouch Colleague at Crb MonitorPleasanton, California, United States View → PC Paul C. Paul C. Colleague at Crb MonitorAustin, Texas, United States View → JS Jill Seaks Jill Seaks Colleague at Crb MonitorCharlottesville, Virginia, United States View → AL Arianna Li Arianna Li Colleague at Crb MonitorWestborough, Massachusetts, United States View → MP Michael Poirier Michael Poirier Colleague at Crb MonitorNashville, Tennessee, United States View → CS Christian Shelley Christian Shelley Colleague at Crb MonitorLos Angeles, California, United States View → BG Brett Goetschius Brett Goetschius Colleague at Crb MonitorPetaluma, California, United States View →
1 education record

James B. Francis, Cfa education

FAQ

Frequently asked questions about James B. Francis, Cfa

Quick answers generated from the profile data available on this page.

What company does James B. Francis, Cfa work for?

James B. Francis, Cfa works for CRB Monitor.

What is James B. Francis, Cfa's role at CRB Monitor?

James B. Francis, Cfa is listed as Chief Research Officer at CRB Monitor at CRB Monitor.

What is James B. Francis, Cfa's email address?

AeroLeads has found 1 work email signal at @optonline.net for James B. Francis, Cfa at CRB Monitor.

What is James B. Francis, Cfa's phone number?

AeroLeads has found 9 phone signal(s) with area code 347, 270, 516, 631 for James B. Francis, Cfa at CRB Monitor.

Where is James B. Francis, Cfa based?

James B. Francis, Cfa is based in New York City Metropolitan Area, United States while working with CRB Monitor.

What companies has James B. Francis, Cfa worked for?

James B. Francis, Cfa has worked for Crb Monitor, Etf Managers Group, Axioma Inc., Independent Consultant, and Geode Capital Management.

Who are James B. Francis, Cfa's colleagues at CRB Monitor?

James B. Francis, Cfa's colleagues at CRB Monitor include Kevin Sorhaindo, Kyle Buckley, Charlotte Blake, Eric Mouch, and Paul C..

How can I contact James B. Francis, Cfa?

You can use AeroLeads to view verified contact signals for James B. Francis, Cfa at CRB Monitor, including work email, phone, and LinkedIn data when available.

What schools did James B. Francis, Cfa attend?

James B. Francis, Cfa holds Bs In Applied Mathematics from University Of Massachusetts Amherst.

What skills is James B. Francis, Cfa known for?

James B. Francis, Cfa is listed with skills including Equities, Portfolio Management, Structured Products, Quantitative Investing, Management, Hedge Funds, Fixed Income, and Asset Management.

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