James Futrell Email & Phone Number
Head of Investment @ CTC Consulting
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James Futrell Location
- Chicago, IL, US
James Futrell Work
- Head of Investment @ (October 2024 - Present)
- Managing Director @ (January 2024 - October 2024)
- Senior Director of Portfolio Management @ (July 2020 - January 2024)
- Investment Advisor @ (March 2018 - July 2020)
- MBA Spring Associate Internship @ Marlton Capital, LLC (March 2017 - June 2017)
- Investment Associate @ (December 2014 - January 2017)
- Assistant Vice President - Associate Portfolio Manager @ (June 2012 - December 2014)
- Financial Analyst @ (January 2011 - June 2012)
- Research Analyst - Intern @ Guggenheim Funds Distributors, Inc (January 2009 - May 2009)
James Futrell Education
- The University of Chicago Booth School of Business
Master of Business Administration - MBA
2016-2018 - Wheaton College
B.A (Business/Economics)
2006-2010
James Futrell Skills
- Management
- Wealth Management Services
- Forecasting
- Financial Analysis
- ETFs
- Research
- Portfolio Management
- Investments
- Separately Managed Accounts
- Golf
- Budgets
- Financial Reporting
- Investment Management
- Mutual Funds
- Asset Management
- Equities
- Fixed Income
- Securities
- Valuation
- Finance
- Asset Allocation
- Hedge Funds
- New Business Development
- Process Improvement
James Futrell Summary
- James Futrell, based in Chicago, IL, US, is currently a Head of Investment at BMO Family Office. James Futrell brings experience from previous roles at BMO Family Office and Marlton Capital, LLC. James Futrell holds a 2016 - 2018 Master of Business Administration - MBA @ The University of Chicago Booth School of Business. With a robust skill set that includes Management, Wealth Management Services, Forecasting, Financial Analysis, ETFs and more. James Futrell has 2 emails and 2 mobile phone numbers on RocketReach.
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