Jim has 29 years experience managing institutional portfolios and analyzing securities. He is President of Berkeley and builds the economic framework used by the firm in developing its investment strategies, as well as leading its Income Equity portfolios.

For many years, Jim was Director of Research for Berkeley’s predecessor organization, BankAmerica’s institutional investment management group. Prior to joining Berkeley’s predecessor in 1975, Jim was with American Express Investment Management Company. From 1966 to 1968 he served as a Lieutenant in the United States Army.

A graduate of Washington University in St. Louis, Jim holds an MBA from Harvard University. He is a Chartered Financial Analyst and served as President of The Security Analysts of San Francisco in 1992-1993. Jim served as Chairman of the Finance Committee and Treasurer of the San Francisco Art Institute and for over a decade served as a member of the Investment Committee of the Giannini Foundation in San Francisco, which provides grants for medical research. Jim is a member of the Regional Cabinet of Washington University and serves on the boards of several community organizations.
 

PAST POSITIONS: GOLDMAN, SACS & CO., AMAX, INC.
EDUCATION: BS, US MILITARY ACADEMY AT WESTPOINT; MBA, WHARTON GRADUATE SCHOOL

Rudi has more than 30 years of experience analyzing securities and managing institutional portfolios. He is a Managing Director and Chairman of the firm’s Investment Policy Committee which in developing a consensus among the firm’s managers provides strategies for fixed income, equity, and balanced portfolios. He also leads the firm’s equity management of portfolios in a large cap growth style. Prior to joining Berkeley’s predecessor organization, Bank of America’s institutional investment management group in 1975, Rudi was with Amax, Inc., as an associate managing the firm’s pension assets. He began his investment career as a securities analyst with Goldman, Sachs & Company.

Prior to his investment career, Rudi served in the U.S. Army, in various command and staff assignments.

Rudi is a Chartered Financial Analyst and a member of the Security Analysts Society of San Francisco. He is a graduate of the U.S. Military Academy at West Point and holds an MBA with distinction from the Wharton Graduate School at the University of Pennsylvania.