Profile
Mr. James A.
Klinger is a Partner & Trader at Coho Partners Ltd.
He focuses on all facets of trading for the firm’s separately managed accounts and model platforms.
He is responsible for trade order creation, pre/post-trade verification, trade execution, and trade settlement.
He has over 24 years of experience in the financial industry.
Before joining Coho, Mr. Klinger served for 11 years as a senior equity trader for Penn Capital Management where he was responsible for trading for the firm’s micro, small, smid, and mid cap strategies.
Prior to his tenure at Penn Capital Management, he was a portfolio investment specialist for Rittenhouse Asset Management/John Nuveen Company.
He began his career at Merrill Lynch.
Mr. Klinger graduated from DeSales University with a BS in finance and received an MBA in finance from Temple University’s Fox School of Business and Management.
Jim Klinger active positions
| Companies | Position | Start |
|---|---|---|
Coho Partners Ltd.
 Coho Partners Ltd. Investment ManagersFinance Coho Partners Ltd. (Coho) is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Peter Thompson and Lisa Moneymaker in 1999. They provide continuous investment advice and investment management services to, among others, institutional and individual clients. Coho is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Trading-Equity | 2017-08-31 |
Former positions of Jim Klinger
| Companies | Position | End |
|---|---|---|
Penn Capital Management Co LLC
 Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels. | Corporate Officer/Principal | 2017-08-31 |
Rittenhouse Asset Management, Inc.
 Rittenhouse Asset Management, Inc. Investment ManagersFinance Founded in 1979, Rittenhouse Asset Management, Inc. is an investment advisor firm headquartered in Radnor, Pennsylvania with additional offices in Chicago, New York City and Irvine, California. They manage investments for individuals and institutions. Rittenhouse is a subsidiary of Nuveen Investments Inc. (NYSE: JNC). Their ultimate parent is Windy City Investment Holdings LLC. | Corporate Officer/Principal | - |
Training of Jim Klinger
| Fox School of Business | Masters Business Admin |
| DeSales University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Coho Partners Ltd.
Coho Partners Ltd. Investment ManagersFinance Coho Partners Ltd. (Coho) is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Peter Thompson and Lisa Moneymaker in 1999. They provide continuous investment advice and investment management services to, among others, institutional and individual clients. Coho is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Penn Capital Management Co LLC
Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels. | Finance |
Rittenhouse Asset Management, Inc.
Rittenhouse Asset Management, Inc. Investment ManagersFinance Founded in 1979, Rittenhouse Asset Management, Inc. is an investment advisor firm headquartered in Radnor, Pennsylvania with additional offices in Chicago, New York City and Irvine, California. They manage investments for individuals and institutions. Rittenhouse is a subsidiary of Nuveen Investments Inc. (NYSE: JNC). Their ultimate parent is Windy City Investment Holdings LLC. | Finance |
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