Academic Degrees
MS, Finance, University of Iowa, 1992
BS, Management, Northern Illinois University, 1988
Biography
James Valentine, CFA, started his career as an equity research analyst, where the major North American investor polls ranked him among the top three in his sector for 10 consecutive years, and Forbes identified him as one of the top three among all 2,000 U.S. sell-side analysts. At the height of his career as an analyst, he was asked to take on a newly created role as director of
training for Morgan Stanley’s Global Research department. After implementing a new global training program for 500 analysts and associates, he began his independent effort by writing the top-selling book "Best Practices for Equity Research Analysts," and then founded AnalystSolutions, a firm that help analysts and prospective analysts improve their stock picking and receive greater recognition for those calls. In 2015, Valentine was asked to teach an investments class at DePaul University, which eventually led to him joining the Finance Department as a clinical professor and the executive director of the Center for Behavioral Finance.