Brian Shepardson

Shepardson, Brian

Brian Shepardson, CFA, CIC, has been with James Investment Research, Inc. since 1999, and he is First Vice President and Portfolio Manager, and serves as an investment committee member. In addition, Mr. Shepardson is the Secretary and Assistant Treasurer of the James Advantage Funds. Mr. Shepardson has many duties, including the analysis of equities, fixed income and mutual funds. He obtained his Bachelor of Business Administration in finance from the University of Cincinnati in 1996. Mr. Shepardson has earned the Chartered Financial Analyst designation and the Chartered Investment Counselor designation from the Investment Counsel Association of America.