James Trozze

President and Chief Investment Officer

Name variants:
Jaymes Trozze, Jaimes Trozze, Jim Trozze, Jimmy Trozze, Jimmie Trozze, Jamie Trozze, Jem Trozze
Last updated May 13, 2024

Contact Information

Last Update
Jul 4, 2022
Location
Plymouth, MA

Workplace

Winslow, Evans & Crocker, Inc.
Senior V.p and Portfolio Manager

Boston, MA

Industry

Financial Services, Security Broker/Dealer Management Consulting Services, Financial Advisor, Investment Banking & Securities Dealing

Work History

Senior V.p and Portfolio Manager

175 Federal St, Boston, MA 02110
from Jun 2016

President and Chief Investment Officer

Education

Occupations

Executive
Chief Investment Officer
Chairperson
Senior Vice President
Financial Broker
Portfolio Manager
Management Analysts
Chief Executive
Vice President
Investment Analyst
Financial Analyst

Skills

Asset Management
Investments
Public Speaking
Equities
Strategic Planning
Portfolio Management
Securities
Hedge Funds
Alternative Investments
Asset Allocation
Financial Services
Series 7
Business Strategy
Equity Research
Strategy
Marketing
Mutual Funds
Investment Management
Wealth Management
Fixed Income
Investment Strategies
Investment Advisory

FAQs about James Trozze

What's the profession of James Trozze?

This professional's job is President and Chief Investment Officer

What jobs is James Trozze proficient at at?

James is proficient at such jobs as Executive and Chief Investment Officer.

Where does James Trozze live?

James Trozze lives in Plymouth, Massachusetts.

Where did James Trozze work?

James worked at Winslow, Evans & Crocker, Cornell Capital Value.

Where has James Trozze studied?

James studied at the Cornell University from 1966 to 1969.

What are the certifications of James Trozze?

This professional received the following certifications: Accredited Asset Management Specialist.

Are there any professional industries, that James Trozze is connected to?

James works in Investment Management industry.

Are there any special skills, that James Trozze has?

James has such skills as Asset Management, Investments, Public Speaking, Equities, Strategic Planning, Portfolio Management, Securities, Hedge Funds, and Alternative Investments.
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