Jim Iredale
Portfolio Manager-Equities at Vident Advisory LLC
Profile
Mr. Jim Iredale, CFA, is a Senior Portfolio Manager at Vident Advisory LLC.
He has over 16 years of investment management experience.
Prior to joining Vident Investment Advisory, Mr. Iredale was a Manager – Fixed Income at Ronald Blue & Co, where he was responsible for fixed income and macroeconomic analysis as well as fixed income portfolio evaluation and oversight.
Mr. Iredale obtained a BBA in Finance from the University of Georgia, Terry College of Business and a JD from the University of Georgia School of Law.
He holds the Chartered Financial Analyst designation.
Jim Iredale active positions
| Companies | Position | Start |
|---|---|---|
Vident Advisory LLC
 Vident Advisory LLC Investment ManagersFinance Part of MM VAM LLC, Vident Advisory LLC provides investment advice. The company is based in Alpharetta, GA. The company was founded in 2016. Vince Leonard Birley has been the CEO of the company since 2023. | Portfolio Manager-Equities | 04/04/2023 |
Former positions of Jim Iredale
| Companies | Position | End |
|---|---|---|
Vident Investment Advisory LLC
 Vident Investment Advisory LLC Investment ManagersFinance Vident Investment Advisory LLC (VIA) is an investment advisory firm headquartered in Alpharetta, Georgia. The firm was founded by Nicholas Stonestreet and Denise M. Krisko in 2014. They are a wholly owned subsidiary of Vident Financial LLC, which is owned by Vident Investors’ Oversight Trust. VIA primarily provides investment sub-advisory services to ETFs, UCITS, and private funds. | Portfolio Manager-Fixed Income | 04/04/2023 |
RB&Co. Holdings LLC
 RB&Co. Holdings LLC Investment ManagersFinance RB&Co. Holdings LLC engages in the provision of investment services. It offers financial and estate planning, investment analysis and management, complete tax preparation and business services for individuals and organizations, fiduciary discharge and retirement plan services. The company was founded in 1979 and is headquartered in Roswell, GA. | Corporate Officer/Principal | - |
Training of Jim Iredale
| Terry College of Business | Undergraduate Degree |
| University of Georgia School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Vident Investment Advisory LLC
Vident Investment Advisory LLC Investment ManagersFinance Vident Investment Advisory LLC (VIA) is an investment advisory firm headquartered in Alpharetta, Georgia. The firm was founded by Nicholas Stonestreet and Denise M. Krisko in 2014. They are a wholly owned subsidiary of Vident Financial LLC, which is owned by Vident Investors’ Oversight Trust. VIA primarily provides investment sub-advisory services to ETFs, UCITS, and private funds. | Finance |
RB&Co. Holdings LLC
RB&Co. Holdings LLC Investment ManagersFinance RB&Co. Holdings LLC engages in the provision of investment services. It offers financial and estate planning, investment analysis and management, complete tax preparation and business services for individuals and organizations, fiduciary discharge and retirement plan services. The company was founded in 1979 and is headquartered in Roswell, GA. | Finance |
Vident Advisory LLC
Vident Advisory LLC Investment ManagersFinance Part of MM VAM LLC, Vident Advisory LLC provides investment advice. The company is based in Alpharetta, GA. The company was founded in 2016. Vince Leonard Birley has been the CEO of the company since 2023. | Finance |
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