Jim Kauffmann Email & Phone Number
Chairman and Founding Partner @ Bay Point Advisors
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Jim Kauffmann Location
- Sarasota, FL, US
Jim Kauffmann Work
- Chairman and Founding Partner @ (June 2019 - Present)
- Chief Investment Officer @ (December 2011 - June 2019)
- Chairman and Chief Investment Officer @ FUMC Perpetual Fund (October 2023 - Present)
- Board Of Directors @ (January 2015 - October 2021)
- Head of Fixed Income @ (January 2009 - January 2011)
- Chief Investment Officer, Fixed Income @ ING INVESTMENT MGMT (January 2003 - January 2009)
- Vice President and Senior Portfolio Manager @ (January 1998 - January 2003)
- Vice President and Portfolio Manager @ (January 1996 - January 1998)
- Portfolio Manager @ Alfa Corporation, (January 1992 - January 1996)
- Senior Associate @ Grandwest & Associates (January 1990 - January 1992)
- Associate-Fixed Income @ (August 1986 - January 1989)
- Sales Representative @ (August 1980 - August 1984)
Jim Kauffmann Education
- Harvard Business School
MBA (Finance)
1984-1986 - Purdue University
BSIM (Industrial Management)
1976-1980 - Purdue University
Jim Kauffmann Skills
- Alternative Investments
- Credit
- Portfolio Management
- Strategy
- Asset Allocation
- Fixed Income
- Capital Markets
- Hedge Funds
- Asset Management
- Bonds
- Financial Markets
- Investment Management
- Relative Value
- Mutual Funds
- Trading
- Risk Management
- Investments
- Investment Strategies
- Asset Managment
- Equities
- Investment Banking
- Emerging Markets
- Private Equity
- Structured Products
- Derivatives
- Corporate Finance
- Stable Value
- Sales
- Project Management
- Capital
- Research
- Middle Market
- Strategic Planning
- Business Development
Jim Kauffmann Summary
- Jim Kauffmann, based in Sarasota, FL, US, is currently a Chairman and Founding Partner at Bay Point Advisors, LLC. Jim Kauffmann brings experience from previous roles at Bay Point Advisors, LLC, FUMC Perpetual Fund, BasisCode Compliance and Citadel LLC. Jim Kauffmann holds a 1984 - 1986 MBA in Finance @ Harvard Business School. With a robust skill set that includes Alternative Investments, Credit, Portfolio Management, Strategy, Asset Allocation and more. Jim Kauffmann has 2 emails and 2 mobile phone numbers on RocketReach.
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