Jim M. Email
President and Owner @ Doherty & Associates, Inc.
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Jim M. Location
- Philadelphia, PA, US
Jim M. Work
- President and Owner @ (November 2024 - Present)
- Senior Vice President @ (May 2022 - December 2023)
- Director, Relationship Manager (Partner) @ Cornerstone Family Office, LLC (May 2016 - May 2022)
- Senior Financial Analyst @ (July 2011 - May 2016)
- Associate @ (October 2007 - July 2011)
- Statistician @ The Vanguard Group (August 2007 - October 2007)
- Fund Accountant @ The Vanguard Group (June 2006 - July 2007)
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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