James B. Francis, Cfa Email and Phone Number
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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.
Crb Monitor
View- Website:
- crbmonitor.com
- Employees:
- 5
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Chief Research OfficerCrb Monitor Nov 2019 - PresentNew York City Metropolitan Area
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Managing Director Of Securities Product And ResearchCrb Monitor Jan 2021 - Jan 2022New York City Metropolitan Area
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Director Of Research, Publicly-Traded SecuritiesCrb Monitor Nov 2019 - Jan 2021Greater New York City AreaCRB 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.
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Global Head Of Etf ResearchEtf Managers Group May 2018 - Oct 2019Greater New York City AreaGlobal 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. -
Director, Strategic Account ManagementAxioma Inc. Jul 2016 - Apr 2018Greater New York City AreaAxioma 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. -
Independent Financial Services ConsultantIndependent Consultant Apr 2014 - Jul 2016Westport, CtLeverage quantitative skills and market experience to provide analysis and guidance to industry practitioners.
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Senior Portfolio ManagerGeode Capital Management Sep 2011 - Apr 2014Greater Boston AreaLead Portfolio Manager for Global Index Team -
DirectorDeutsche Asset Management Jun 2008 - Sep 2011Senior Portfolio Manager, Insurance Managed/Tax Managed EquitiesSenior Portfolio Manager, Active Quant Equities -
Senior Vice PresidentNorthern Trust Global Investments Feb 2005 - Jun 2007Senior Portfolio Manager/Team Leader, Global Quant Index Group -
Principal At State Street Global AdvisorsState Street May 1987 - Feb 2005Senior PM, Global Structured Products Group
James B. Francis, Cfa Skills
James B. Francis, Cfa Education Details
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Bs In Applied Mathematics
Frequently Asked Questions about James B. Francis, Cfa
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 the current company?
James B. Francis, Cfa's current role is Chief Research Officer at CRB Monitor.
What is James B. Francis, Cfa's email address?
James B. Francis, Cfa's email address is jb****@****ine.net
What is James B. Francis, Cfa's direct phone number?
James B. Francis, Cfa's direct phone number is +134731*****
What schools did James B. Francis, Cfa attend?
James B. Francis, Cfa attended University Of Massachusetts Amherst.
What are some of James B. Francis, Cfa's interests?
James B. Francis, Cfa has interest in Economic Empowerment, Education, Environment, Science And Technology, Animal Welfare, Arts And Culture, Health.
What skills is James B. Francis, Cfa known for?
James B. Francis, Cfa has skills like Equities, Portfolio Management, Structured Products, Quantitative Investing, Management, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Leadership, Portfolio Optimization, Asset Managment.
Who are James B. Francis, Cfa's colleagues?
James B. Francis, Cfa's colleagues are Paul C., Christian Shelley, Arianna Li, Eric Mouch, Michael Poirier, Brendan Bresney, Kyle Buckley.
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