![Jim L. Carroll](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Jim L.
Carroll, CFA MBA, is Vice President at Loomis, Sayles & Co. LP.
Prior to Loomis Sayles, Mr. Carroll was a managing director for PaineWebber.
In this position, he was recognized by Institutional Investor magazine and Greenwich Research Associates as one of the country’s top energy analysts from 1984 to 1996.
He also served as co-manager of PaineWebber’s Performance Portfolio from 1993 to 1996.
From 1980 to 1984, he was vice president of Rotan Mosle Inc., a Houston-based energy research investment boutique, where he worked as an oil service analyst.
Before that, he was assistant vice president and portfolio manager at National Bank of Detroit, focusing on the chemical, insurance, and oil industries.
Mr. Carroll earned a BA and an MBA both from Wayne State University.
Former positions of Jim L. Carroll
| Companies | Position | End |
|---|---|---|
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Analyst-Equity | 1995-12-30 |
Rotan Mosle, Inc.
 Rotan Mosle, Inc. Investment Banks/BrokersFinance Provides investment banking and securities brokerage services | Corporate Officer/Principal | 1983-12-30 |
National Bank of Detroit | Corporate Officer/Principal | - |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Portfolio Manager-Equities | - |
Training of Jim L. Carroll
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
99
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Finance |
Wayne State University (Michigan)
 Wayne State University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
National Bank of Detroit | Finance |
Rotan Mosle, Inc.
Rotan Mosle, Inc. Investment Banks/BrokersFinance Provides investment banking and securities brokerage services | Finance |
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