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James Ayling, CFA
Investment Manger at JM FINN
James Ayling, CFA is an Investment Manager at JM Finn, a financial services firm specializing in private client investment advice and management.13 He initially joined JM Finn in 2019 and then moved to the Investment Management side of the business in 2023 after rejoining the company.2
Professional Background
James holds the Chartered Financial Analyst (CFA) designation, having passed all three levels of the CFA program.3 This credential demonstrates his expertise in investment analysis and portfolio management.
Responsibilities and Expertise
As an Investment Manager, James is responsible for:
- Active stock selection decisions for UK and overseas equities4
- Providing investment advice to private clients
- Contributing to market analysis and research
Recognition and Achievements
James has been recognized in the industry for his expertise and performance:
- He was featured in Citywire's Top 30 under 30, acknowledging his accomplishments in the wealth management sector5
- He contributes to JM Finn's market analysis, having authored articles on market volatility and investment challenges67
Background and Skills
James has a diverse background that includes:
- Economics
- Investment analysis
- Venture capital
His role at JM Finn involves leveraging this expertise to provide informed investment advice and management services to clients.
