Jim McAllister, CFA®
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Director, Equity Research
- Oversees the Equity Research team, which assists advisors with ongoing due diligence and analysis of equity-based mutual funds, exchange-traded funds, separately managed accounts, and individual securities
- Guides the ongoing implementation and execution of the team’s investment philosophies and process
- Responds to advisor inquiries on equity portfolio construction, individual equity research, and equity portfolio reviews
- Holds the Chartered Financial Analyst®(CFA®) designation
- Holds a BS in finance from Lehigh University
- Has prior experience as a research analyst at Loomis Sayles and State Street Global Advisors in the U.S. quantitative group
