James McBeath Email & Phone Number
Managing Partner @ HEAL Partners
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James McBeath Location
- The Rocks, NSW, AU
James McBeath Work
- 2025 -now Managing Partner @
- 2022 -2025 Portfolio Manager @ ClearLife Capital
- 2018 -2022 Portfolio Manager and Analyst @
- 2012 -2018 Portfolio Manager @
- 2009 -2012 Equities Research Analyst - Small Caps @ Bligh Capital
- 2007 -2009 Investment Analyst - Unlisted Infrastructure @
- 2006 -2007 Graduate @
James McBeath Education
- Chartered Financial Analyst Institute
CFA Charterholder (Economics, Stats, Accounting, Equity Securities, Debt, Derivatives, Alternative Investments, Ethics,)
2007-2009 - University of Sydney
B. Ec. (Finance, Economics)
2003-2006 - The King's School
1994-2002
James McBeath Skills
- Microsoft Excel
- Leadership
- Marketing
- Financial Analysis
- Business Analysis
- Portfolio Management
- Valuation
- Equities
- Corporate Finance
- Hedge Funds
- Bloomberg
- Alternative Investments
- Private Equity
- Financial Modeling
- Capital Markets
- Investment Banking
- Investment Strategies
- Due Diligence
- Investments
- Fixed Income
- Asset Allocation
- Asset Managment
- Investment Management
- Wealth Management
James McBeath Summary
- James McBeath, based in The Rocks, NSW, AU, is currently a Managing Partner at HEAL Partners. James McBeath brings experience from previous roles at ClearLife Capital, Paradice Investment Management, Northcape Capital and Bligh Capital. James McBeath holds a 2007 - 2009 CFA Charterholder in Economics, Stats, Accounting, Equity Securities, Debt, Derivatives, Alternative Investments, Ethics, @ Chartered Financial Analyst Institute. With a robust skill set that includes Microsoft Excel, Leadership, Marketing, Financial Analysis, Business Analysis and more. James McBeath has 1 emails and 1 mobile phone numbers on RocketReach.
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