Principals - James P. Trozze
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James P. Troze

Chief Executive Officer, Copell Financial

Managing Director - TFMS

 

 

James P. Trozze has had considerable experience and accomplishment in the management and supervision of Research Departments while recently spending the past several years as a Portfolio Manager in the PMP program at UBS. The previous 10 years were spent as Senior Vice-President, Head of Research at Moors & Cabot, a private NYSE firm in Boston. His career began in Boston 13 years earlier where he was Director of Research at Burgess   & Leith, a regional NYSE member. There Jim built a Research Department of seven analysts, initiated three proprietary research publications, and was a member of the Board of Directors. Throughout his career, Jim has been often quoted in major financial publications. He graduated from Cornell University with a B.S. and received an MBA from Babson.

Jim is President of Pi Kappa Phi Alumni Association, and a Board Member of Blair Academy. A member of the Boston Society of Security Analysts.His interests include military history,and labor relations.

 
Last Updated on Monday, 13 April 2009 11:07