James Gaul
Portfolio Manager-Equities at Knights of Columbus Asset Advisors LLC
Profile
James Walter Gaul is currently a Vice President & Portfolio Manager at Knights of Columbus Asset Advisors LLC since 2019.
Prior to this, he worked as a Senior Vice President & Portfolio Manager at Boston Advisors LLC from 2005 to 2019.
He also worked as a Principal at Advest, Inc. and Commerce Capital Markets, Inc. in 2004.
Mr. Gaul completed his undergraduate degree from Babson College in 1998 and his graduate degree from Questrom School of Business in 2008.
James Gaul active positions
Companies | Position | Start |
---|---|---|
Knights of Columbus Asset Advisors LLC
Knights of Columbus Asset Advisors LLC Investment ManagersFinance Knights of Columbus Asset Advisors LLC (KoCAA) is a registered investment advisor headquartered in New Haven, Connecticut. The firm was founded in 1882 by Blessed Father Michael J. McGivney on the principles of charity, unity and fraternity. They are a wholly-owned subsidiary of Knights of Columbus Asset Advisors Holdco LLC, which is in turn owned by Knights of Columbus, Inc. KoCAA offers a suite of faith-based investment solutions specifically designed for Catholic institutions, such as dioceses, church organizations, endowments, foundations, universities and hospitals. The firm is responsible for the day-to-day management of a proprietary account, the Knights of Columbus’ General Account investment portfolio. | Portfolio Manager-Equities | 2019-09-30 |
Former positions of James Gaul
Companies | Position | End |
---|---|---|
Boston Advisors LLC
Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Portfolio Manager-Equities | 2019-08-31 |
Advest, Inc. | Corporate Officer/Principal | - |
Commerce Capital Markets, Inc.
Commerce Capital Markets, Inc. Investment Banks/BrokersFinance Part of The Toronto-Dominion Bank, Commerce Capital Markets, Inc. is a company that provides securities brokerage services. The company is based in Philadelphia, PA. | Corporate Officer/Principal | 2004-12-30 |
Training of James Gaul
Babson College | Undergraduate Degree |
Questrom School of Business | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Boston Advisors LLC
Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Finance |
Commerce Capital Markets, Inc.
Commerce Capital Markets, Inc. Investment Banks/BrokersFinance Part of The Toronto-Dominion Bank, Commerce Capital Markets, Inc. is a company that provides securities brokerage services. The company is based in Philadelphia, PA. | Finance |
Advest, Inc. | Finance |
Knights of Columbus Asset Advisors LLC
Knights of Columbus Asset Advisors LLC Investment ManagersFinance Knights of Columbus Asset Advisors LLC (KoCAA) is a registered investment advisor headquartered in New Haven, Connecticut. The firm was founded in 1882 by Blessed Father Michael J. McGivney on the principles of charity, unity and fraternity. They are a wholly-owned subsidiary of Knights of Columbus Asset Advisors Holdco LLC, which is in turn owned by Knights of Columbus, Inc. KoCAA offers a suite of faith-based investment solutions specifically designed for Catholic institutions, such as dioceses, church organizations, endowments, foundations, universities and hospitals. The firm is responsible for the day-to-day management of a proprietary account, the Knights of Columbus’ General Account investment portfolio. | Finance |
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