James Raymond Simone
Profile
Mr. James R.
Simone, CFA, is a Portfolio Manager at WHV Investments, Inc.
Prior to joining WHV Investments in 2006, he founded Sound Capital Partners where he was Managing Director and Co-Chief Investment Officer.
Previous to that, he held portfolio management and analyst positions at Bank of America Capital Management.
Mr. Simone received his bachelor's degree from Brown University and holds the Chartered Financial Analyst designation.
Former positions of James Raymond Simone
| Companies | Position | End |
|---|---|---|
Sound Capital Partners
 Sound Capital Partners Investment ManagersFinance Sound Capital Partners (SCP) is a division of The Burridge Group LLC, a member of the Affiliated Managers Group (NYSE: AMG). They are based in Seattle, Washington, and were formerly an investment management arm of Bank of America. | Analyst-Equity | 2005-03-14 |
| Banc of America Capital Management LLC | Analyst-Equity | 1997-12-30 |
WHV Investments, Inc.
 WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Portfolio Manager-Equities | - |
Training of James Raymond Simone
| Brown University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Sound Capital Partners
Sound Capital Partners Investment ManagersFinance Sound Capital Partners (SCP) is a division of The Burridge Group LLC, a member of the Affiliated Managers Group (NYSE: AMG). They are based in Seattle, Washington, and were formerly an investment management arm of Bank of America. | Finance |
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
| Banc of America Capital Management LLC | Finance |
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