Brian Shepardson, CFA, CIC, is First Vice President and Portfolio Manager for James Investment Research, Inc. and Secretary and Assistant Treasurer at James Advantage Funds. He is also an Investment Committee member. He has over 20 years of experience. He received a B.B.A. degree from the University of Cincinnati.
Balanced Fund Mantra: Decent Return, Less Risk
August 31, 2022
Rethinking How Portfolios Are Positioned in the Current Cycle
April 05, 2019
