James K. Pollock, CFA

James K. Pollock, CFA

Managing Partner

With over thirty years of experience managing money for a wide range of personal, corporate, retirement, private foundation and endowment portfolios, Jim Pollock provides clients with a common-sense perspective when managing their assets. Jim is a frequent speaker on the subject of investing and has been a guest lecturer in finance at the University of Michigan and Eastern Michigan University. Jim earned the Chartered Financial Analyst designation in 1987. He received his BGS from the University of Michigan and MBA in Finance from Eastern Michigan University. Jim is a member of the CFA Institute as well as the CFA Society of Detroit. Jim resides in Ann Arbor with his wife and three sons.

As Managing Partner of Pollock Investment Advisors LLC, and a member of the firm’s investment committee, Mr. Pollock brings significant experience and fiduciary judgment to the management of client portfolios

EXPERIENCE
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Managing Partner
Pollock Investors Advisors, LLC 2006 to date

Vice President and Senior Portfolio Manager
Comerica Asset Management, 2000-2006

Director of Equity Research and Senior Portfolio Manager
Beacon Investment Company, 1994-2000

Senior Portfolio Manager, Private Management Group
Munder Capital Management, 1992-1994

Vice President and Senior Portfolio Manager
Comerica Bank, 1983 -1994

EDUCATION, CERTIFICATIONS & AFFILIATIONS
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Chartered Financial Analyst (CFA) designation
M.B.A. Finance, Eastern Michigan University
B.G.S. University of Michigan, Ann Arbor
Uniform Securities Agent State Law, Series 66
Member of the CFA Society of Detroit
Member of The CFA Institute