Jim Concidine

Founder at

Main Management LLC

Finance

Profile

Mr. James W.
Concidine is a Founding Partner at Main Management LLC, a Chief Risk Officer at Main Management ETF Advisors LLC and a Founding Partner at Main Management Fund Advisors LLC.
He currently serves as a Managing Director and is a member of the Investment Committee.
Mr. Concidine began his career in the financial services industry in 1970 as a stock broker for Dain Kalman Quail in Rochester and Minneapolis, Minnesota.
He worked with retail clients from 1970-1978.
When the CBOE opened in April 1973, he began to specialize in conservative covered call writing strategies.
From 1978 to 1982, Mr. Concidine worked in the Institutional Sales group and was responsible for U.S.
equity sales to institutional accounts in the UK.
He joined Montgomery Securities in 1983 as Head of the International Institutional Sales Team.
From 1983 to 1992 he expanded the department to a team of 10 brokers covering global accounts outside the US.
Mr. Concidine retired from Montgomery Securities in 1992.
Since 1995, he has served as CIO for a sizable San Francisco family office where his duties include manager selection and asset allocation.

Jim Concidine active positions

Companies	Position	Start
Main Management LLC Main Management LLC Investment ManagersFinance Main Management uses multiple sources of information to obtain analysis and strategies. The firm’s philosophy is that asset allocation is the dominant driver of long-term portfolio returns. In addition to size and style, fundamental sector analysis is crucial to portfolio returns. When it comes to the implementation of well-diversified portfolios, ETFs offer tremendous advantages over actively managed approaches in the areas of cost and tax efficiency, transparency, and trading flexibility.	Founder	01/04/2002
Main Management Fund Advisors LLC Main Management Fund Advisors LLC Investment ManagersFinance MMFA's investment process combines quantitative fundamental analysis with several qualitative macro and microeconomic indicators to identify attractive investment areas with the potential for price appreciation. The firm looks at various sales and earnings growth forecasts to find investments that provide access to growth at a reasonable price.	Investment Committee Member	-
Main Management ETF Advisors LLC Main Management ETF Advisors LLC Investment ManagersFinance Main Management ETF Advisors uses a disciplined investment process to rank and select market sectors that are trading below their historical averages on an absolute and relative basis. The firm also believes that undervalued sectors typically revert to their mean when the appropriate catalyst is present. A sector will be sold when its price target is achieved. The strategy derives excess returns from the correct overweight and underweight of sectors relative to the S&P 500 benchmark	Investment Committee Member	-

All active positions of Jim Concidine

Former positions of Jim Concidine

Companies	Position	End
Montgomery Securities, Inc. Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	31/12/1991

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Linked companies

Private companies	4
Montgomery Securities, Inc. Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance
Main Management LLC Main Management LLC Investment ManagersFinance Main Management uses multiple sources of information to obtain analysis and strategies. The firm’s philosophy is that asset allocation is the dominant driver of long-term portfolio returns. In addition to size and style, fundamental sector analysis is crucial to portfolio returns. When it comes to the implementation of well-diversified portfolios, ETFs offer tremendous advantages over actively managed approaches in the areas of cost and tax efficiency, transparency, and trading flexibility.	Finance
Main Management Fund Advisors LLC Main Management Fund Advisors LLC Investment ManagersFinance MMFA's investment process combines quantitative fundamental analysis with several qualitative macro and microeconomic indicators to identify attractive investment areas with the potential for price appreciation. The firm looks at various sales and earnings growth forecasts to find investments that provide access to growth at a reasonable price.	Finance
Main Management ETF Advisors LLC Main Management ETF Advisors LLC Investment ManagersFinance Main Management ETF Advisors uses a disciplined investment process to rank and select market sectors that are trading below their historical averages on an absolute and relative basis. The firm also believes that undervalued sectors typically revert to their mean when the appropriate catalyst is present. A sector will be sold when its price target is achieved. The strategy derives excess returns from the correct overweight and underweight of sectors relative to the S&P 500 benchmark	Finance