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James M. Shields, CFA

James M. Shields, CFA

Followers of James M. Shields, CFA550 followers
location of James M. Shields, CFADenver, Colorado, United States

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  • Timeline

  • About me

    Head of Private Funds and Portfolio Manager at Towle & Co. | Value Investing

  • Education

    • University of Missouri-Columbia

      2002 - 2006
      BSBA Finance and Banking / Real Estate

      • Worked 25-40 hours per week throughout undergraduate education• Alpha Kappa Psi - Investment Committee Member• Truman Tracy Memorial Investment Fund - Investment Committee Member

    • The University of Chicago - Booth School of Business

      2011 - 2013
      Master of Business Administration (MBA) Analytic Finance / International Business

      • Investment Management Group Member

  • Experience

    • Marshall & Stevens

      Jun 2006 - Mar 2008

      • Business Valuation Associate

        Jan 2007 - Mar 2008

      • Business Valuation Junior Associate

        Jun 2006 - Dec 2006

    • Deloitte Financial Advisory Services LLP

      Mar 2008 - Jan 2013

      • Business Valuation Manager

        Aug 2012 - Jan 2013

      • Business Valuation Senior Associate

        Sept 2009 - Aug 2012

      • Business Valuation Associate

        Mar 2008 - Aug 2009

    • Shields Capital Management, LLC

      Feb 2013 - Jun 2013
      Managing Member / Equity Research Analyst

    • Towle & Co.

      Jul 2013 - now

      At Towle & Co., we partner with institutional and private investors who share ourconviction that long-term success requires taking the road less traveled. Our systematic value strategies appreciably diversify public equity allocations andprovide access to inefficient corners of the U.S. stock market. Since our humble beginning, the Towle team has been a cornerstone client of the firm and a stablesource of permanent capital.

      • Head of Private Funds & Portfolio Manager

        Mar 2022 - now

      • Portfolio Manager

        Jul 2019 - Mar 2022

      • Analyst

        Jul 2013 - Jul 2019

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute

  • Volunteer Experience

    • Partner

      Issued by Social Venture Partners on Nov 2013
      Social Venture PartnersAssociated with James M. Shields, CFA