James M. Doogan, CFA
Jimmy is responsible for portfolio management, reporting, and trade processing. Prior to joining North American Management, Jimmy developed an appetite for finance working at Loring, Wolcott & Coolidge Trust, LLC (LWC) as an Investment Analyst. At LWC he provided rebalancing, performance and attribution analysis, and trading support.
Jimmy earned his BA in Accounting from Saint Anselm College and is a proud alumnus of Boston Latin School. He is a CFA Charterholder and a member of the CFA Society Boston. He has been a long-time participant and contributor to a community Wiffle-Ball tournament that supports local youth sports leagues. Outside of work, Jimmy’s hobbies include traveling, cooking, and golfing. In the summertime, he enjoys traveling to Maine to hike in Acadia National Park, and to Cape Cod to enjoy time on the beach with his family. Jimmy is a passionate cook, and he enjoys cooking almost as much as he loves to eat.
Jimmy is responsible for portfolio management, reporting, and trade processing. Prior to joining North American Management, Jimmy developed an appetite for finance working at Loring, Wolcott & Coolidge Trust, LLC (LWC) as an Investment Analyst. At LWC he provided rebalancing, performance and attribution analysis, and trading support.
Jimmy earned his BA in Accounting from Saint Anselm College and is a proud alumnus of Boston Latin School. He is a CFA Charterholder and a member of the CFA Society Boston. He has been a long-time participant and contributor to a community Wiffle-Ball tournament that supports local youth sports leagues. Outside of work, Jimmy’s hobbies include traveling, cooking, and golfing. In the summertime, he enjoys traveling to Maine to hike in Acadia National Park, and to Cape Cod to enjoy time on the beach with his family. Jimmy is a passionate cook, and he enjoys cooking almost as much as he loves to eat.
