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Carroll proud to be part of growing company



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James L. Carroll
February 06, 2014
By Joe Warner

Editor

Pointe Capital Management LLC welcomes an All-American leader to their growing team.

James L. Carroll is managing director of the Grosse Pointe Farms firm.

He joined in January, a homecoming to the area in which he grew up.

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Carroll spent the last 17 years with financial giant Loomis Sayles & Co. as vice president and equity portfolio manager.


His career started with National Bank of Detroit as an assistant vice president and equity portfolio manager. He worked for Rtan Mosle Inc. from 1981 to 1983, when it was purchased by Paine Webber Inc. He was a managing director and senior energy research team leader for Paine Webber until 1996 when he joined Loomis Sayles & Co.

After being with some of the top firms, he looks forward to working with the team of Pointe Capital Management.

"I had a desire to join an organization where I could have more of an impact," Carroll said. "This office has a unique combination of time-tested and deep bench experience with a lot of enthusiasm of younger staff. There is a great passion for investment work here and each of us brings something different to the party. We really complement each other."

Carroll said the team-focused office allows clients the best service available.

"It's more individual here," Carroll said. "We're part of the community and we know many of the people we're working for and with. For me, it's exciting to be here. It would be difficult to find another firm in Michigan with this combination of talent. I have seen giant organizations that would strive to find what we have right here."

For Carroll and his wife, Perry, it's a homecoming. She grew up in Grosse Pointe Farms. Carroll grew up in Harper Woods.

"We love the small-city feel, Carroll said. "The restaurants and stores, walking the Village and the Hill. Grosse Pointe is a great place."

The Carrolls have two adult children, William and Christina.

Carroll holds a Bachelor of Science degree from Wayne State University with a concentration in economics and a Masters of Business Administration from WSU with a concentration in corporate finance.

He was selected an Institutional Investor All-American team member from 1984-1996 and ranked the No. 1 energy service analyst in the United States for 10 consecutive years. He has been a Chartered Financial Analyst since 1976.

Carroll enjoys skiing, running and is a boating enthusiast.

"I am happy to be part of this," he said. "This is really about the team that has come together at Pointe Capital. They're very experienced and very deeply trained. The breadth of our bench is very unique on this team."

Pointe Capital Management LLC is an SEC Registered Investment Advisor, founded by industry veterans in 2010. Pointe Capital has offices in Grosse Pointe Farms and New York City.

For more information about the company's offerings, visit pointecapital.com or call (313) 882-7100.


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