James A. Engle, CFA, CIC

President, worked for DLJ Asset Management for 17 years, the last 12 as Chief Investment Officer before joining John W. Bristol & Co. in 2000. Jim is a 1981 Phi Beta Kappa graduate of the University of Arizona. He received an MBA with distinction from The Wharton School and is a CFA charterholder and a Chartered Investment Counselor. Jim coordinates the research effort and is responsible for banks, financial services, and fixed income.

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