Jim Pottow
Director of Finance/CFO at Aventine Management Group, Inc.
Profile
Mr. James G.
Pottow, CFA MBA, is a Partner & Portfolio Manager at Aventine Management Group, Inc. He is also Chief Financial Officer of the firm.
He is a value investor to the core who primarily concentrates his investment activities in the areas of fundamental research, industry analysis and business valuation.
He is a member of Aventine’s investment strategy committee.
He is also Chief Financial Officer of the firm.
Prior to joining Aventine, Mr. Pottow was a portfolio analyst at an independent investment firm based in Toronto, Canada with approximately $1 billion in assets under management.
Previously to this he worked as Country Manager for the Private Equity and M&A group at Marsh & McLennan as well as spending time with Macassa Capital, Quilvest Private Equity and Bain & Company.
He earned a B.Comm from Queen’s University and an MBA from Harvard Business School.
Jim Pottow active positions
| Companies | Position | Start |
|---|---|---|
Aventine Management Group, Inc.
 Aventine Management Group, Inc. Investment ManagersFinance Aventine Management Group, Inc. (Aventine) is an independent wealth management firm headquartered in Toronto, Canada. The firm was founded in 2002 and was formerly known as Barlow Capital Partners LLC. They changed their name into Aventine Management Group, Inc. in 2011. Aventine provides asset management services to families, corporations and institutional clients. | Director of Finance/CFO | 01/01/2014 |
Former positions of Jim Pottow
| Companies | Position | End |
|---|---|---|
Caldwell Investment Management Ltd.
 Caldwell Investment Management Ltd. Investment ManagersFinance Caldwell Investment Management Ltd. (CIM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario and was founded in 1990. The firm is a subsidiary of Caldwell Financial Ltd. CIM provides investment management and advisory services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations and family accounts. | Analyst-Equity | 01/03/2014 |
Training of Jim Pottow
| Harvard Business School | Masters Business Admin |
| Queen's University | Undergraduate 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 | 2 |
|---|---|
Caldwell Investment Management Ltd.
Caldwell Investment Management Ltd. Investment ManagersFinance Caldwell Investment Management Ltd. (CIM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario and was founded in 1990. The firm is a subsidiary of Caldwell Financial Ltd. CIM provides investment management and advisory services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations and family accounts. | Finance |
Aventine Management Group, Inc.
Aventine Management Group, Inc. Investment ManagersFinance Aventine Management Group, Inc. (Aventine) is an independent wealth management firm headquartered in Toronto, Canada. The firm was founded in 2002 and was formerly known as Barlow Capital Partners LLC. They changed their name into Aventine Management Group, Inc. in 2011. Aventine provides asset management services to families, corporations and institutional clients. | Finance |
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