General Investing >> Money Manager Interviews >> April 20, 1998

James Pepper – Brundage, Story & Rose

JAMES G. PEPPER joined Brundage, Story and Rose in 1974 and was admitted to the firm in 1980. He is an equity research analyst and senior portfolio manage for institutional and high net-worth individual clients. Mr. Pepper chairs the International Research working group and sits on the Basic Materials working group. He is also a Vice President and Trustee of the Brundage, Story and Rose Investment Trust. Prior to joining Brundage, Mr. Pepper was a Research Analyst and then Portfolio Manager at Chase Manhattan Bank. Mr. Pepper serves as the President of the Allan Morrow Foundation and the Stonewall Community Foundation. He is a grants advisor to the New York Community Trust. He is a member of the Board of Trustees and the Executive Committee of the Jewish Board of Family and Children Services which recently merged to include the Youth Counseling League where Mr. Pepper served as President of the Board of Trustees. He has also served on the Board of Visitors of Davidson College. Mr. Pepper lives in New York City. He has been an investment manager for 33 years. Education: New York University, Stern School of Business; Davidson College; Woodberry Forest School. Mr. Pepper is a Chartered Investment Counselor (CIC). Profile
TWST: How has Brundage, Story & Rose achieved its position as the second

oldest investment house?

Mr. Pepper: We just happened to have spun out of Scudder Stevens &

Clark, which was