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James Vail Location
Northport, NY, US
James Vail Work
Managing Director and Founder @ Arcadia Advisors LLC (October 2013 - Present)
Executive Forum Member @ (October 2011 - October 2017)
Senior Vice President @ (April 1991 - February 2009)
Senior Vice President and Portfolio Manager @ (January 2001 - January 2009)
Vice President Investment Analyst and Fund Manager @ Lexington Management Corporation (January 1991 - January 2001)
Investment Research Analyst @ Beacon Trust Company (January 1990 - January 1991)
Investment Research Analyst @ Fleming (January 1985 - January 1990)
Investment Research Analyst @ Oppenheimer & Company (January 1982 - January 1985)
James Vail Education
Institute of Charted Financial Analysts
CFA (Accounting and Finance)
2015-2019
Seton Hall University
MBA (Finance)
1972-1976
Saint Peter's University
BS (Marketing)
1963-1968
James Vail Skills
Mutual Funds
Investments
Hedge Funds
Equity Research
Equities
Asset Managment
Fixed Income
Financial Markets
Bloomberg
Portfolio Management
Trading
Derivatives
Series 7
Capital Markets
Securities
Wealth Management
Alternative Investments
Investment Management
Investment Strategies
Financial Modeling
Strategy
Emerging Markets
Natural Resources
James Vail Summary
James Vail, based in Northport, NY, US, is currently a Managing Director and Founder at Arcadia Advisors LLC. James Vail brings experience from previous roles at Coleman Research, ING Investment Management and Lexington Management Corporation. James Vail holds a 2015 - 2019 CFA in Accounting and Finance @ Institute of Charted Financial Analysts. With a robust skill set that includes Mutual Funds, Investments, Hedge Funds, Equity Research, Equities and more. James Vail has 1 emails and 1 mobile phone numbers on RocketReach.
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