Jim Carroll

Mr. James L.
Carroll is a Managing Director & Senior Portfolio Manager at Pointe Capital Management LLC.
He is responsible for portfolio management, security selection, serving clients and developing Pointe Capital Management’s institutional practice.
He spent 17 years with Loomis Sayles where he co-managed the $6 billion large-cap value strategy, a long only energy fund and was a co-manager of the Loomis Sayles Energy Hedge Fund.
In addition, he spent 15 years with Paine Webber/Rotan Mosle as a Managing Director and Senior Energy Research Team Leader and Analyst.
He has been widely quoted on a variety of energy related securities and topics in numerous national publications, including the Wall Street Journal and Barron’s.
Most notably, he was selected as an Institutional Investor Magazine All-America Research Team - member from 1984-1996, and Ranked #1 Energy Service Analyst in the U.S.
from 1986-1996 by Greenwich Associates.
He has an MBA from Wayne State University with a concentration in Corporate Finance and a B.S.
from Wayne State University with a concentration in Economics.
He has been is a CFA charter holder since 1976.