James T. Moylan, CFA, MBA

Vice President, Lead Portfolio Manager
Education: BS Mathematics, UCLA; MBA Anderson School, UCLA

Jim’s career began at Hughes Electronics where he worked as a Program Engineer on various electronics manufacturing programs. After obtaining his MBA from The Anderson School at UCLA in 1994, Jim moved into the investment management business in 1995 and joined McCullough, Andrews & Cappiello, Inc. in San Francisco. During his 12-year tenure there, Jim honed his skills as a fundamental analyst and portfolio manager while developing specific industry expertise in the Technology, Energy, Telecom, Utilities and Healthcare sectors.

At SFE, Jim brings a high level of objective analysis and discipline to our ‘bottom up’ fundamental research. He shares portfolio review duties with Charlie Bohlen and also serves as Co-Portfolio Manager for the Growth & Income Strategy as well as the Pathways SRI Strategy. Jim is a leader on the SFE Investment Committee and he has been a member of the CFA Institute since 1997.