James Valentine

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 ten 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 realized far too many buy-side and sell-side analysts were approaching this profession without a strategy, which held them back from generating alpha. To remedy this, he began his independent effort by writing the top-selling book Best Practices for Equity Research Analysts and then founded AnalystSolutions, to help all analysts and prospective analysts improve their stock picking and receive greater recognition for those calls.