Principal
CurrentProvide full range of investment management services for family company.
2011 - Present
~15 yrs 5 mos
AeroLeads people directory · profile
James Easterlin, Cfa Email & Phone Number
Senior Equity Analyst, Portfolio Manager, Email jfeasterlin@gmail.com
at
Easterlin Consulting
1 work email found
@firstcommand.com
1 phone found area 205
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Equity Analyst, Portfolio Manager, Email jfeasterlin@gmail.com
Location
Durham, North Carolina, United States
Company size
Who is James Easterlin, Cfa? Overview
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Quick answer
James Easterlin, Cfa is listed as Senior Equity Analyst, Portfolio Manager, Email jfeasterlin@gmail.com at Easterlin Consulting, a company with 1 employees, based in Durham, North Carolina, United States. AeroLeads shows a work email signal at firstcommand.com, phone signal with area code 205, and a matched LinkedIn profile for James Easterlin, Cfa.
James Easterlin, Cfa previously worked as Principal at Easterlin Consulting and Sr. Manager, Investment Management at First Command Financial Planning. James Easterlin, Cfa holds Mba, Finance from Harvard Business School.
Company email context
Email format at Easterlin Consulting
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*@firstcommand.com
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AeroLeads found 1 current-domain work email signal for James Easterlin, Cfa. Compare company email patterns before reaching out.
Profile bio
About James Easterlin, Cfa
Senior Equity Analyst and Portfolio Manager with a proven track record. Average performance of my stock picks exceeded that of the S&P 500. Worked directly with Bill Miller, well-known money manager.
Listed skills include Portfolio Management, Asset Management, Security Analysis, Fundamental Research, and 27 others.
Current workplace
James Easterlin, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Easterlin Consulting
5 roles · 15 years
James Easterlin, Cfa work experience
A career timeline built from the work history available for this profile.
Sr. Manager, Investment Management
- Privately-held financial services firm primarily providing financial planning and asset management services for clients using mutual funds.In charge of all investment management including its Select Investor Program, a.
- Proposed, gained approval for first use of open architecture strategy for the Select Investor Program.
- Select Investor Program generated multi-millions of net new fund inflows in first ten months of 2008.
- Developed first model portfolios by risk tolerance level for each of the four First Command fund families.
- Made presentations to current and potential clients about company products and philosophy.
Oct 2007 - Nov 2008
Vp, Senior Research Analyst
Oak Value Capital Management
- Equities investment firm with $1.3 billion of separate account portfolios and a mutual fund. Mutual fund designated a top “Money 100 Fund” by Money magazine for 5 consecutive years.Analyzed mid and large-cap companies.
- Stock recommendations outperformed S&P 500 by 19 percentage points annualized.
- Expanded number of industries considered for investment to include database processing, spirits, printers and retail home improvement.
Nov 1999 - Oct 2005
Svp, Portfolio Manager
Boutique investment firm with $600 million of equity assets under management.Managed the manufacturing, retail, telecom, and utility sectors for the large-cap investment product (market cap greater than $1 billion, $350 million in assets). Also co-managed the small-cap investment product ($175 million in assets) with no sector restrictions.
Jan 1998 - May 1999
Vp, Senior Equity Analyst
- Subsidiary of Legg Mason Inc., a NYSE-listed financial services company. William Miller is the CEO. Senior Equity Analyst for the $4 billion Legg Mason Value Trust (large-cap companies) and the $2 billion Legg Mason.
- Stock recommendations outperformed S&P 500 by 10 percentage points annualized.
- Covered stocks held by the funds and developed ideas in the insurance, HMO, retail and electric utility industries. Also had latitude to pursue investment ideas in other industries.
May 1994 - Jan 1998
4 education records
James Easterlin, Cfa education
Mba, Finance
Harvard Business School
Mba, Business Administration And Management, General
Ba, Bs, Business Administration And Management, General, 3.85/4.00
One Year Exchange Program, Economics
University Of Cologne, Germany
FAQ
Frequently asked questions about James Easterlin, Cfa
Quick answers generated from the profile data available on this page.
What company does James Easterlin, Cfa work for?
James Easterlin, Cfa works for Easterlin Consulting.
What is James Easterlin, Cfa's role at Easterlin Consulting?
James Easterlin, Cfa is listed as Senior Equity Analyst, Portfolio Manager, Email jfeasterlin@gmail.com at Easterlin Consulting.
What is James Easterlin, Cfa's email address?
AeroLeads has found 1 work email signal at @firstcommand.com for James Easterlin, Cfa at Easterlin Consulting.
What is James Easterlin, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 205 for James Easterlin, Cfa at Easterlin Consulting.
Where is James Easterlin, Cfa based?
James Easterlin, Cfa is based in Durham, North Carolina, United States while working with Easterlin Consulting.
What companies has James Easterlin, Cfa worked for?
James Easterlin, Cfa has worked for Easterlin Consulting, First Command Financial Planning, Oak Value Capital Management, Sterling Capital Management, and Legg Mason Fundadvisor.
How can I contact James Easterlin, Cfa?
You can use AeroLeads to view verified contact signals for James Easterlin, Cfa at Easterlin Consulting, including work email, phone, and LinkedIn data when available.
What schools did James Easterlin, Cfa attend?
James Easterlin, Cfa holds Mba, Finance from Harvard Business School.
What skills is James Easterlin, Cfa known for?
James Easterlin, Cfa is listed with skills including Portfolio Management, Asset Management, Security Analysis, Fundamental Research, Equity Research, Asset Allocation, Investments, and Mutual Funds.
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