CFA Instructor @ ARC / Fitch Learning
Jim works as an Equity Research Analyst for Accountability Research Corporation (ARC) where he covers small-cap stocks across many industries. His research reports provide investment recommendations supported with quantitative valuation models and qualitative investment thesis. In 2014, Jim won the initiation with the highest return among all analysts at his firm.
In addition to working as an analyst, Jim is the lead CFA instructor for Fitch Learning at its Toronto location, Jim has earned a reputation for providing valuable insight on the topics of equity, fixed income, alternative assets, and derivatives. Jim is known for his ability of explaining complex financial concepts in an easy to understand manner and bringing his experience as an equity research analyst to life in the classroom.