James Perry
Financial Planner at Applied Capital Management, Inc
Based in West Newbury, United States
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Seniority
Staff
Department
Finance & Accounting
Location
West Newbury
Industry
Financial Services
Company size
4
Contact information
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j•••••••@appliedcapitalmgmt.com
Phone
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Background
About James Perry
Experienced Portfolio Analyst with a demonstrated history of working in the investment management industry, pertaining to portfolio construction, investment research, client/advisor portfolio analysis and asset allocation. Skilled in APL, FactSet, Morningstar, Fund research, Performance Analysis & Attribution, and Eagle PACE. Strong financial services professional with a Master of Business Administration (M.B.A.) focused in Marketing from Clark University.
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