Menu

Portfolio Management

Jimmy Young, CFA

AVP, Assistant Portfolio Manager

As assistant portfolio manager, Jimmy Young monitors portfolio risks and weightings, provides trade ideas and buy/sell recommendations, and analyzes market and security movements and overall trends and themes. He develops and builds models and tools used to evaluate and identify opportunities, risks and rewards. He joined the firm in 2003 and has 15 years of industry experience. Jimmy holds a B.S. in Finance from Northern Illinois University.