James J. Cronin, MBA, CFA

Chief Investment Officer

Jim began working in the Financial Services Industry in 1970. His early career focus was with institutional portfolio management and security analysis. Later, Jim saw an opportunity to provide individual private investors with the same quality of in-depth security analysis in an advisory capacity. While an institutional equity analyst Jim's responsibilities spanned the major industries in the stock market but with emphasis upon growth industries. His Fixed income experience included the early development of proprietary bond portfolio management models for both institutional and individual investors. Jim maintains a specific passion for Socially Responsible Investing portfolios designed for religious institutions. Jim married his wonderful wife Fran in 1968 and together raised five children. He is the proud Grandfather of ten grandchildren. Jim's personal interested include painting, fishing, stamp collecting, and supporting his local Knights of Columbus.
Chartered Financial Analyst (CFA)