Annual Regional Economic Update Luncheon
Presented by Jim Russell, C.F.A.
Portfolio Manager and Vice President at Bahl & Gaynor Investment Counsel
Wednesday, January 14, 2015
11:30am - 1:00pm
Registration includes a catered lunch
11355 Chester Road
Cincinnati, OH 45246
Approved for 1.2 CTP/CCM recertification credits by the Association for Financial Professionals
As a Portfolio Manager at Bahl & Gaynor Investment Counsel, Jim is active in managing high net worth and institutional relationships and expansion of the national platform business. Jim also participates in the Investment Committee and is active in managing specific investment models and equity sector research.
At U.S. Bank, Jim was a Regional Investment Director and senior member of the investment team. He oversaw and guided the activities of the portfolio managers across a large portion of the United States. In this capacity, he served on both the Investment Management Executive Committee and Asset Management Committee. In addition, he worked closely with current and prospective clients in the design of portfolios tailored to meet their individual needs.
A frequent public speaker, Jim regularly serves as a senior investment spokesperson at client functions, media events and during national calls. He is often quoted in interviews with the national media, including Bloomberg, Reuters, CNNMoney, CNBC and The Wall Street Journal.
With more than 26 years of investment experience, Jim joined Bahl & Gaynor Investment Counsel in October of 2014 with prior experience at U.S. Bank, Fifth Third Bank and SunTrust Bank. Jim holds an M.B.A. in Finance from Emory University and a B.S. from Centre College of Kentucky. He also holds the Chartered Financial Analyst (CFA) designation.
