James Shields, CFA

Head of Private Funds & Portfolio Manager

James joined Towle & Co. full-time in the summer of 2013, after serving in a consulting role while finishing his MBA. Today, James serves on the firm’s Management and Risk Committees. He is also a Director of Towle & Co. As a member of the investment management team, James focuses on investment research, process improvement, and innovation.

Previously, James was a Manager at Deloitte Financial Advisory Services and an Analyst at Marshall & Stevens in the Business and Intangible Asset Valuation groups. While at these organizations, he managed a team of analysts, valued privately held companies, and valued intangible assets for multinational transactions.

James graduated with a BBA in finance & banking / real estate from the University of Missouri and received an MBA with concentrations in analytic finance and economics from the University of Chicago Booth School of Business. James holds the distinction of Chartered Financial Analyst (CFA®).

James lives in a mid-century house in Denver, with his wife, Sarah, and their son and daughter.