Profile
Mr. James R.
McCall, CFA MBA, is a Senior Vice President & Managing Director at Ipswich Investment Management Co., Inc. He is also a Member of the Investment Committee of Ipswich Investment Management.
Prior to joining IIM, he was President, CEO, and Founder of Lighthouse Asset Management.
Previously, he was President and CIO of Keystone Investment Management Co. where he directed a staff of fifty investment professionals managing more than $12 billion in investor assets.
Early in his career he was a security analyst on Wall Street with Tucker Anthony & R.L.
Day.
During his career he has managed investment portfolios for individuals, corporations, pensions and retirement plans, small groups, endowments, and mutual funds.
Mr. McCall received his Bachelor’s degree from Boston College and an MBA in Finance from Iona Graduate School of Business.
Jim McCall active positions
| Companies | Position | Start |
|---|---|---|
Ipswich Investment Management Co., Inc.
Ipswich Investment Management Co., Inc. Investment ManagersFinance IIM seeks to protect client assets from uncompensated risk through proper asset allocation and rigorous security selection. The firm constructs portfolios of individual stocks and bonds designed to meet each client’s unique needs. | Investment Committee Member | 01/10/2012 |
Former positions of Jim McCall
| Companies | Position | End |
|---|---|---|
Lighthouse Asset Management LLC
Lighthouse Asset Management LLC Investment ManagersFinance Provides investment advice | Founder | - |
Training of Jim McCall
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Ipswich Investment Management Co., Inc.
Ipswich Investment Management Co., Inc. Investment ManagersFinance IIM seeks to protect client assets from uncompensated risk through proper asset allocation and rigorous security selection. The firm constructs portfolios of individual stocks and bonds designed to meet each client’s unique needs. | Finance |
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Iona College
Iona College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lighthouse Asset Management LLC
Lighthouse Asset Management LLC Investment ManagersFinance Provides investment advice | Finance |
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