Portfolio Manager
James Murray, CFA, co-manages Phocas Financial Corporation's REIT portfolios. From 1999 to 2005 James was the Trader and Senior REIT Analyst for Bay Isle Financial Institutional REIT portfolios and mutual fund. James brings strong analytical and quantitative skills to the research team and portfolio management process, with particularly strong expertise in the area of modeling real estate companies. Prior to that, he spent 4 years at Charles Schwab, where he supervised that firm's Tax and Dividend Departments.
James earned his B.A. degree in Economics from Kenyon College. He holds the Chartered Financial Analyst designation, and is a member of the Security Analysts of San Francisco.