James Michael Yaworski
Analyst-Equity at Carlson Capital Management LLC
Profile
Mr. James M.
Yaworski is a Senior Investment Strategist at Carlson Capital Management LLC.
He is responsible for investment research, portfolio management, and client investment education.
He monitors and reviews client portfolios to maintain balance across asset classes, makes recommendations for portfolios when out of alignment with models, reviews daily cash positions, and places trades through the custodial trading platform.
Mr. Yaworski also provides new client portfolio analysis, asset class/portfolio research and analysis, prepares and presents client education materials, and manages other activities in support of overall client portfolio management.
Prior to joining the firm, his experience included working in the roles of investment manager, project manager in investment research, and financial analyst in both large and small financial organizations.
Mr. Yaworski is a graduate of Northern Illinois University where he earned his degree in Finance.
He holds the Chartered Financial Analyst (CFA Charter) designation.
James Michael Yaworski active positions
| Companies | Position | Start |
|---|---|---|
Carlson Capital Management LLC
 Carlson Capital Management LLC Investment ManagersFinance Carlson Capital Management LLC (CCM) is a fee-based, registered investment advisor headquartered in Northfield, Minnesota. The firm was founded in 2015 and is principally owned by Carlson Capital Management, Inc. CCM offers wealth management, financial advisory and institutional (retirement plan) services to high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporations or other business entities. | Analyst-Equity | - |
Training of James Michael Yaworski
| Northern Illinois University | Undergraduate Degree |
Experiences
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Private companies
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1st degree connections
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Linked companies
| Private companies | 1 |
|---|---|
Carlson Capital Management LLC
Carlson Capital Management LLC Investment ManagersFinance Carlson Capital Management LLC (CCM) is a fee-based, registered investment advisor headquartered in Northfield, Minnesota. The firm was founded in 2015 and is principally owned by Carlson Capital Management, Inc. CCM offers wealth management, financial advisory and institutional (retirement plan) services to high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporations or other business entities. | Finance |
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