James D. Gamb, CFA, Principal
Teams: Investment Counselors Team
Jim Gamb has more than 30 years of experience in managing investment portfolios for individuals, family trusts, and small institutions. He enjoys working directly with clients and developing investment portfolios which serve their unique requirements. Prior to joining the firm in 1998, he served as President and Chief Operating Officer of Citicorp Trust (California) and as a senior portfolio manager with Brown Brothers Harriman & Co.
Jim has resided in the Pasadena area for over 30 years and has served as an active board member for a number of non-profit organizations, including the Pasadena Educational Foundation, the Pasadena Community Foundation, and Mt. San Antonio Gardens in Claremont. Jim's personal interests include biking, hiking, reading and family. He has hiked in various parts of the California Sierra, Europe, Nepal and Bhutan.
Affiliations
- CFA Society of Los Angeles
- CFA Institute
- Past Chair and Board Member, Pasadena Community Foundation, Pasadena Educational Foundation.
- Current Board Member Mt. San Antonio Gardens and Young and Healthy.
- Current Member of Finance Committee, Pasadena Community Foundation.
Education
- Lawrence University, Bachelor of Arts, Major in Political Science, 1963
- University of Southern California, M.B.A., Emphasis in Finance, 1969
- Stanford Investment Management Program, Graduate School of Business, 1976
- Chartered Financial Analyst (CFA), 1977
