Profile
Mr. James H.
Stone is a Vice President & Director of ESG Research at BAMCO, Inc. and at Baron Capital Management, Inc. His responsibilities are to initiate and lead the firm's effort in integrating ESG considerations into the investment research process.
He joined Baron in 2009 and has over 35 years of research experience.
From 2007 to 2009, Mr. Stone worked at Cambridge Investments as a principal and director of research.
From 2000 to 2007, he worked at UBS Securities as a managing director and senior analyst.
From 1993 to 2000, he worked at Schroder.
as a senior research analyst and was named managing director in 1998.
From 1988 to 1993, he worked at Kidder, Peabody.
as a senior research analyst.
He graduated from the University of Michigan with a B.A.
in English Literature
Jamie Stone active positions
| Companies | Position | Start |
|---|---|---|
BAMCO, Inc.
 BAMCO, Inc. Investment ManagersFinance BAMCO, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1987 by Ron Baron and is a wholly-owned subsidiary of Baron Capital Group, Inc. (BCG). BAMCO provides advisory services to investment companies, the Baron Collective Investment Trusts, UCITS funds, and other pooled investment vehicles. | Director of Research - Equity | 2018-12-31 |
Baron Capital Management, Inc.
 Baron Capital Management, Inc. Investment ManagersFinance Baron Capital Management, Inc. (BCM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Ron Baron in 1982 and is a wholly owned subsidiary of Baron Capital Group, Inc. BCM provides advisory services to high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, wrap fee programs, and other entities. The firm also offers several comingled strategies. | Director of Research - Equity | 2018-12-31 |
Former positions of Jamie Stone
| Companies | Position | End |
|---|---|---|
Cambridge Investments Ltd.
 Cambridge Investments Ltd. Investment ManagersFinance Founded in 1981 by John Tozzi, Cambridge Investments Ltd. is a hedge fund manager located in Wilson, Wyoming | Analyst-Equity | - |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Analyst-Equity | 2006-08-29 |
| Schroder & Co., Inc. | Analyst-Equity | 1997-12-31 |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | 1992-12-30 |
Training of Jamie Stone
| University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Cambridge Investments Ltd.
Cambridge Investments Ltd. Investment ManagersFinance Founded in 1981 by John Tozzi, Cambridge Investments Ltd. is a hedge fund manager located in Wilson, Wyoming | Finance |
| Schroder & Co., Inc. | Finance |
BAMCO, Inc.
BAMCO, Inc. Investment ManagersFinance BAMCO, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1987 by Ron Baron and is a wholly-owned subsidiary of Baron Capital Group, Inc. (BCG). BAMCO provides advisory services to investment companies, the Baron Collective Investment Trusts, UCITS funds, and other pooled investment vehicles. | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
Baron Capital Management, Inc.
Baron Capital Management, Inc. Investment ManagersFinance Baron Capital Management, Inc. (BCM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Ron Baron in 1982 and is a wholly owned subsidiary of Baron Capital Group, Inc. BCM provides advisory services to high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, wrap fee programs, and other entities. The firm also offers several comingled strategies. | Finance |
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