Jim Pease

Mr. James V.
Pease, CFA MBA, is a Senior Wealth Advisor at Carnegie Capital Asset Management LLC.
In March 1991, he became a part of Carnegie Capital Management Company as an Executive Vice-President.
He is currently serving Carnegie as Senior Portfolio Manager.
His 40 years’ experience of investment management enables him to work closely with diverse clients.
He is also a member of the Carnegie’s Investment Committee.
Mr. Pease served as the Managing Director of the Equities Group at McDonald and Company Securities, Inc. for 20 years.
The domain of his responsibilities included management of Equity Research, Equity Syndicate, Listed, OTC, New York Stock Exchange and American Stock Exchange Trading, Convertible Arbitrage, and Institutional Equity Sales.
As a part of McDonald’s Management Committee, he was responsible for the administration and investment decisions concerning the firm’s profit sharing plan.
He earned his Bachelor of Arts in Economics from Michigan State University and a Master of Business Administration in Finance Case Western Reserve University.
He is a Chartered Financial Analyst.