Jim M. Email
President and Owner @ Doherty & Associates, Inc.
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Jim M. Location
- Philadelphia, PA, US
Jim M. Work
- 2024 -now President and Owner @
- 2022 -2023 Senior Vice President @
- 2016 -2022 Director, Relationship Manager (Partner) @ Cornerstone Family Office, LLC
- 2011 -2016 Senior Financial Analyst @
- 2007 -2011 Associate @
- 2007 -2007 Statistician @ The Vanguard Group
- 2006 -2007 Fund Accountant @ The Vanguard Group
Jim M. Education
- Cabrini University
Bachelor's of Science
2004-2006 - Thomas Jefferson University
(Men's Basketball)
2002-2004
Jim M. Skills
- Performance
- Asset Management
- Equities
- Portfolio Management
- Mutual Funds
- Financial Modeling
- Analysis
- Excel
- Microsoft Office
- Microsoft Excel
- Funding
- Securities
- Investment Management
- Team Leadership
- Data Analysis
- Investments
- Salesforce.com
- Process Engineering
- Fixed Income
- Bloomberg
- Microsoft Word
- Leadership
- Pricing
- Advertising
- Financial Analysis
- Valuation
- Insurance
- Data Conversion
- Accounting
Jim M. Summary
- Jim M., based in Philadelphia, PA, US, is currently a President and Owner at Doherty & Associates, LLC. Jim M. brings experience from previous roles at STP Investment Services, Cornerstone Family Office, LLC, Verdis Investment Management and BlackRock. Jim M. holds a 2004 - 2006 Bachelor's of Science @ Cabrini University. With a robust skill set that includes Performance, Asset Management, Equities, Portfolio Management, Mutual Funds and more. Jim M. has 1 emails on RocketReach.
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