Jim Tassoni, CFA, is a Co-Portfolio Manager of the North Star Investment Management Corp.’s North Star Opportunity Fund as well as the Founder and Chief Investment Officer of Durand Capital Partners. As the Founder and Chief Investment Officer of Durand Capital Partners, Mr. Tassoni’s primary responsibilities are portfolio management and equity research for the Durand Capital Partners All-Cap Equity Strategies. Prior to founding Durand Capital Partners in 2012, his decade-plus of investment experience includes positions as an analyst, consultant and portfolio manager with WCM Investment Management, Morgan Stanley and UBS Financial Services, Inc. Mr. Tassoni earned his B.S. from Michigan State University and has earned his Chartered Financial Analyst — CFA — designation. Mr. Tassoni is also a member of the CFA Society of Detroit.
Constructing the Best Possible Balanced Fund
July 26, 2019