![James Conner](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
James Conner
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Profile
James Conner worked as a Portfolio Manager at Alliance Capital Management Holding LP.
He then worked as a Principal & Portfolio Manager at Woodmont Investment Counsel LLC from 2019 to 2020.
Prior to that, he worked as a Principal at J.
C.
Bradford & Co., Inc. and NationsBanc Montgomery Securities LLC.
He also served as a Board Member at CFA Society of Nashville.
Mr. Conner obtained an undergraduate degree from The University of North Carolina at Charlotte.
Former positions of James Conner
| Companies | Position | End |
|---|---|---|
Woodmont Investment Counsel LLC
 Woodmont Investment Counsel LLC Investment ManagersFinance Woodmont is an active asset allocator and a bottom-up investor that creates highly diversified portfolios across a wide range of asset classes. Their portfolios use a mix of index funds, ETFs, actively managed mutual funds, as well as stocks and bonds. In analyzing securities, they utilize research from both publicly available and private sources, but they make all investment decisions on behalf of their clients. | Portfolio Manager-Equities | 01/12/2020 |
NationsBanc Montgomery Securities LLC
 NationsBanc Montgomery Securities LLC Investment Banks/BrokersFinance Provides banking services | Corporate Officer/Principal | - |
CFA Society of Nashville
 CFA Society of Nashville Miscellaneous Commercial ServicesCommercial Services Professional organization for Chartered Financial Analysts. | Corporate Officer/Principal | - |
Alliance Capital Management Holding LP
 Alliance Capital Management Holding LP Investment ManagersFinance Provides investment management services | Portfolio Manager-Fixed Income | - |
J. C. Bradford & Co., Inc.
 J. C. Bradford & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage and investment management services | Corporate Officer/Principal | - |
Training of James Conner
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
5
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Alliance Capital Management Holding LP
Alliance Capital Management Holding LP Investment ManagersFinance Provides investment management services | Finance |
Woodmont Investment Counsel LLC
Woodmont Investment Counsel LLC Investment ManagersFinance Woodmont is an active asset allocator and a bottom-up investor that creates highly diversified portfolios across a wide range of asset classes. Their portfolios use a mix of index funds, ETFs, actively managed mutual funds, as well as stocks and bonds. In analyzing securities, they utilize research from both publicly available and private sources, but they make all investment decisions on behalf of their clients. | Finance |
J. C. Bradford & Co., Inc.
J. C. Bradford & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage and investment management services | Finance |
NationsBanc Montgomery Securities LLC
NationsBanc Montgomery Securities LLC Investment Banks/BrokersFinance Provides banking services | Finance |
CFA Society of Nashville
CFA Society of Nashville Miscellaneous Commercial ServicesCommercial Services Professional organization for Chartered Financial Analysts. | Commercial Services |
The University of North Carolina at Charlotte
 The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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