James A. Engle, CFA, CIC


40 years of experience

23 years at Bristol

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 Phi Beta Kappa graduate of the University of Arizona. He received an MBA with distinction from The Wharton School and is a CFA charterholder. Jim coordinates the research effort and is responsible for portfolio strategy; banks and financial services; and fixed income.