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Jim Mcallister

CFA®

Vice President, Equity Research

  • Oversees the Equity Research team, which assists advisors with ongoing due diligence and analysis of equity-based mutual funds, exchange-traded funds, separately managed accounts, and individual securities
  • Manages the Preferred Portfolio Services® Select Equity Income SMA models and Preferred Portfolio Services® Select ESG All Cap SMA models
  • Responds to advisor inquiries on equity portfolio construction, individual equity research, and equity portfolio reviews
  • Is a Chartered Financial Analyst® (CFA®) charterholder
  • Earned a BS in finance from Lehigh University
  • Has prior experience as a research analyst at Loomis, Sayles & Co. and State Street Global Advisors in the U.S. quantitative group