Jim McAllister, CFA® Back

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