Profile
Mr. James Clary, CFA, is a Senior Analyst at Forward Management LLC.
He joined Forward Management in July 2009.
Mr. Clary was previously employed as Financial Analyst by Kensington Investment Group, Inc. He has many years of experience in investment research.
Mr. Clary received a Bachelor of Arts in Economics from the University of California, Davis.
He is a CFA charterholder.
Former positions of James Clary
| Companies | Position | End |
|---|---|---|
Kensington Investment Group, Inc.
 Kensington Investment Group, Inc. Investment ManagersFinance Kensington Investment Group, Inc. (KIG) is a registered investment advisor that specializes in real estate securities portfolio management. The firm was founded in 1993 and provides discretionary investment management services on behalf of registered investment company clients, separate accounts and private limited partnerships. KIG is located in Orinda, California. | Corporate Officer/Principal | 30/06/2009 |
Forward Management LLC
 Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Analyst-Equity | - |
Training of James Clary
| University of California, Davis | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Forward Management LLC
Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Finance |
Kensington Investment Group, Inc.
Kensington Investment Group, Inc. Investment ManagersFinance Kensington Investment Group, Inc. (KIG) is a registered investment advisor that specializes in real estate securities portfolio management. The firm was founded in 1993 and provides discretionary investment management services on behalf of registered investment company clients, separate accounts and private limited partnerships. KIG is located in Orinda, California. | Finance |
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