Leon G. James
Profile
Mr. Leon G.
James is Senior Financial Advisor at Anchor Holdings LLC.
He has been providing sound investment advice for several years.
His practice has focused on assisting clients build a strategic vision with high quality investments.
He has been an author and quoted in numerous financial media outlets.
Mr. James holds the distinguished Certified Financial Planner CFP© and Certified Retirement Financial Advisor CrFA designations.
Former positions of Leon G. James
| Companies | Position | End |
|---|---|---|
Anchor Holdings LLC
 Anchor Holdings LLC Investment ManagersFinance Founded in 1994 by Eric Leake, Anchor Holdings LLC is a registered investment advisor located in Irvine, California. The firm is a subsidiary of Boston Private Financial Holdings, Inc. (Nasdaq: BPFH). They provide active investment management for families, trusts and institutions including foundations and endowments. | Portfolio Manager-Equities | 01/06/2012 |
Anchor Capital Management Group, Inc.
 Anchor Capital Management Group, Inc. Investment ManagersFinance Anchor Capital Management Group, Inc. (Anchor Capital) is an independent, SEC-registered investment advisor headquartered in Aliso Viejo, California. The firm was co-founded by Dennis Barker, Garrett Waters and Eric Leake in 1996. Anchor Capital provides investment advisory services to a variety of individual and institutional clients. They also provide advisory services to pooled investment vehicles and mutual funds. | Portfolio Manager-Equities | - |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Anchor Holdings LLC
Anchor Holdings LLC Investment ManagersFinance Founded in 1994 by Eric Leake, Anchor Holdings LLC is a registered investment advisor located in Irvine, California. The firm is a subsidiary of Boston Private Financial Holdings, Inc. (Nasdaq: BPFH). They provide active investment management for families, trusts and institutions including foundations and endowments. | Finance |
Anchor Capital Management Group, Inc.
Anchor Capital Management Group, Inc. Investment ManagersFinance Anchor Capital Management Group, Inc. (Anchor Capital) is an independent, SEC-registered investment advisor headquartered in Aliso Viejo, California. The firm was co-founded by Dennis Barker, Garrett Waters and Eric Leake in 1996. Anchor Capital provides investment advisory services to a variety of individual and institutional clients. They also provide advisory services to pooled investment vehicles and mutual funds. | Finance |
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