Jim Clarke
Director of Research - Equity at Brandywine Global Investment Management LLC
Net worth: 715 488 $ as of 2024-04-29
Profile
Mr. James J.
Clarke is a Portfolio Manager & Director of Fundamental Research at Brandywine Global Investment Management LLC.
He is on the Board of Directors at Phoenixville Federal Bank & Trust.
Mr. Clarke rejoined Brandywine Global Investment in December 2008 after three years serving as a Founding Partner of Clarke Bennitt, LLC.
From 1997 to 2005, he worked as an Equity Analyst and Portfolio Manager for Brandywine Global’s large, mid, and small cap value equity portfolios.
Prior to his initial term of employment with Brandywine Global, he worked as a Financial Analyst at Morgan Stanley in New York and Tokyo (1991-1995).
He earned a B.A.
in History from Williams College where he was a member of Phi Beta Kappa and graduated summa cum laude.
He earned an M.B.A.
in Finance from Columbia University.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
QUAINT OAK BANCORP, INC.
2.70% | 2024-03-18 | 67,340 ( 2.70% ) | 715 488 $ | 2024-04-29 |
Jim Clarke active positions
Companies | Position | Start |
---|---|---|
Brandywine Global Investment Management LLC
Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Director of Research - Equity | 2008-11-30 |
Phoenixville Federal Bank & Trust
Phoenixville Federal Bank & Trust Savings BanksFinance Phoenixville Federal Bank & Trust provides business lending and wealth management services. The private company is based in Phoenixville, PA and has subsidiaries in the United States. The company also offers calculators to their clients. | Director/Board Member | 2010-12-31 |
Former positions of Jim Clarke
Companies | Position | End |
---|---|---|
Clarke Bennitt LLC
Clarke Bennitt LLC Investment ManagersFinance Clarke Bennitt LLC provides investment advice. The private company is based in Chadds Ford, PA. | Corporate Officer/Principal | 2008-11-29 |
Brandywine Global Investment Management LLC
Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Portfolio Manager-Equities | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Morgan Stanley MUFG Securities Co., Ltd.
Morgan Stanley MUFG Securities Co., Ltd. Investment Banks/BrokersFinance Morgan Stanley MUFG Securities Co., Ltd. is the Japanese broker-dealer subsidiary of Morgan Stanley (NYSE: MS) in the US. Headquartered in Tokyo, the firm was founded in 1984 and provides investment banking, sales & trading, real estate and investment management products and services. It offers securities services including global sales and trading in fixed income and equities, debt and equities financing and investment research. The firm is a provider of products and services in fixed income, equities, global capital markets and investment research to corporations and institutional clients in Japan. | Corporate Officer/Principal | - |
Training of Jim Clarke
The Trustees of Columbia University in The City of New York | Masters Business Admin |
Williams College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Brandywine Global Investment Management LLC
Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Morgan Stanley MUFG Securities Co., Ltd.
Morgan Stanley MUFG Securities Co., Ltd. Investment Banks/BrokersFinance Morgan Stanley MUFG Securities Co., Ltd. is the Japanese broker-dealer subsidiary of Morgan Stanley (NYSE: MS) in the US. Headquartered in Tokyo, the firm was founded in 1984 and provides investment banking, sales & trading, real estate and investment management products and services. It offers securities services including global sales and trading in fixed income and equities, debt and equities financing and investment research. The firm is a provider of products and services in fixed income, equities, global capital markets and investment research to corporations and institutional clients in Japan. | Finance |
Phoenixville Federal Bank & Trust
Phoenixville Federal Bank & Trust Savings BanksFinance Phoenixville Federal Bank & Trust provides business lending and wealth management services. The private company is based in Phoenixville, PA and has subsidiaries in the United States. The company also offers calculators to their clients. | Finance |
Clarke Bennitt LLC
Clarke Bennitt LLC Investment ManagersFinance Clarke Bennitt LLC provides investment advice. The private company is based in Chadds Ford, PA. | Finance |
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