James A. Engle, CFA, CIC


38 years of experience

21 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 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.