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James Edwin St. Aubin
Directeur en chef des Investissements chez
Sierra Investment Management, Inc.
Profil
Mr. James E.
St. Aubin is a Chief Investment Officer & Portfolio Manager at Ocean Park Asset Management LLC and at Sierra Investment Management LLC.
He has oversight of all activities of the Investment Management department, in collaboration with Sierra co-founders David Wright and Kenneth Sleeper.
An experienced investment management executive, his career of more than 20 years includes leadership roles in asset allocation, manager research and portfolio construction.
Mr. St. Aubin earned a Bachelor of Science in Finance from DePaul University and is a CFA and CAIA Charterholder.
Postes actifs de James Edwin St. Aubin
| Sociétés | Poste | Début |
|---|---|---|
Sierra Investment Management, Inc.
 Sierra Investment Management, Inc. Investment ManagersFinance Sierra is an active manager for all their strategies and does not employ a passive buy and hold strategy. When the firm’s risk-management discipline gives a Sell signal, they will move all or a part of the client’s assets temporarily into a money market or similar safe-haven fund. When their discipline gives a Buy signal, they move assets back into the same fund unless, in the interim, the Portfolio Managers have identified a more attractive fund. | Directeur en chef des Investissements | 18/07/2022 |
Ocean Park Asset Management LLC
 Ocean Park Asset Management LLC Investment ManagersFinance OPAM aims to produce total, long-term return while focusing on managing downside risk, as measured by drawdowns. The Sierra Mutual Funds focuses on risk management and disciplined “rules-based” investment style. The firm will sell a security when their quantitative decision rules identify a downtrend in the price of a security. | Directeur en chef des Investissements | 18/07/2022 |
Anciens postes connus de James Edwin St. Aubin
| Sociétés | Poste | Fin |
|---|---|---|
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Membre du Comité d'Investissement | 31/12/2014 |
Ibbotson Associates, Inc.
 Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations. | Corporate Officer/Principal | 01/06/2008 |
HighMark Capital Management, Inc.
 HighMark Capital Management, Inc. Investment ManagersFinance HighMark combines fundamental and quantitative analyses to build diversified equity portfolios that aim to outperform respective benchmarks. The firm provides a range of style-specific strategies using both internal and external managers. Their approach is a disciplined, consistent process to actively manage portfolios including equity, fixed income, liquidity management and multi-asset strategies. HighMark’s equity strategies seek to achieve attractive risk-adjusted returns over an investment cycle by outperforming their benchmark index in absolute returns while assuming less risk. The firm’s fixed income investment professionals utilize both a top down and bottom up investment process to build diversified fixed income portfolios that seek to capture investment opportunities by actively managing risk through the various stages of the business and economic cycle. | Analyst-Equity | - |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/09/2004 |
Formation de James Edwin St. Aubin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
60
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Finance |
HighMark Capital Management, Inc.
HighMark Capital Management, Inc. Investment ManagersFinance HighMark combines fundamental and quantitative analyses to build diversified equity portfolios that aim to outperform respective benchmarks. The firm provides a range of style-specific strategies using both internal and external managers. Their approach is a disciplined, consistent process to actively manage portfolios including equity, fixed income, liquidity management and multi-asset strategies. HighMark’s equity strategies seek to achieve attractive risk-adjusted returns over an investment cycle by outperforming their benchmark index in absolute returns while assuming less risk. The firm’s fixed income investment professionals utilize both a top down and bottom up investment process to build diversified fixed income portfolios that seek to capture investment opportunities by actively managing risk through the various stages of the business and economic cycle. | Finance |
Ibbotson Associates, Inc.
Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations. | Finance |
DePaul University
 DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Sierra Investment Management, Inc.
Sierra Investment Management, Inc. Investment ManagersFinance Sierra is an active manager for all their strategies and does not employ a passive buy and hold strategy. When the firm’s risk-management discipline gives a Sell signal, they will move all or a part of the client’s assets temporarily into a money market or similar safe-haven fund. When their discipline gives a Buy signal, they move assets back into the same fund unless, in the interim, the Portfolio Managers have identified a more attractive fund. | Finance |
Ocean Park Asset Management LLC
Ocean Park Asset Management LLC Investment ManagersFinance OPAM aims to produce total, long-term return while focusing on managing downside risk, as measured by drawdowns. The Sierra Mutual Funds focuses on risk management and disciplined “rules-based” investment style. The firm will sell a security when their quantitative decision rules identify a downtrend in the price of a security. | Finance |
