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Chief Investment Officers Bob Doll, Barry James, and Finny Kuruvilla gather to discuss their perspectives on the markets, as well as their work in constructing and managing portfolios.
Bob Doll is chief equity strategist and senior portfolio manager at Nuveen Asset Management and a member of the board of directors for Kingdom Advisors. He is a highly respected authority on equities markets among investors, advisors, and the media. As the author of widely followed weekly commentaries and annual market predictions, Bob provides ongoing, timely market perspectives. Prior to joining Nuveen, Bob held similar roles at other large asset management firms, including serving as chief equity strategist at Blackrock, president and chief investment officer of Merrill Lynch Investment Managers, and chief investment officer of Oppenheimer Funds, Inc. Bob and his wife, Leslie, live in Princeton, New Jersey, and are the parents of three adult children.
Barry James, CFA, CIC Barry is the CEO of James Investment Research and the President of the James Advantage Funds. He received his undergraduate degree from The Unite d States Air Force Academy and his Master’s Degree from Boston University. He joined James Investment Research in its beginning years before a tour of duty as an instructor/fighter pilot with the United States Air Force. He returned to the company in 1986. Barry currently oversees the management of James Investment Research and is a senior member of the firm’s Investment Committee. As company spokesman, he makes frequent national television appearances on CNBC, Market Watch, Fox Business, and Bloomberg TV, as well as being quoted in Barron’s, The Wall Street Journal and numerous other financial publications.
Finny Kuruvilla is the chief investment officer for Eventide Funds, lead portfolio manager on the Eventide Gilead Fund, and portfolio manager on the Eventide Healthcare & Life Sciences Fund. Dr. Kuruvilla has a unique background in healthcare, statistics, and investing. Concurrent with Eventide, from 2008 through 2016, he was a principal at Clarus Ventures, a leading healthcare and life sciences venture capital firm. Prior to joining Eventide, from 2006-2008, Dr. Kuruvilla was a research fellow at the Broad Institute of Harvard and MIT, and from 2005-2008, he was a clinical fellow at the Brigham and Women’s Hospital and Children’s Hospital Boston and a postdoctoral scientist at MIT. He holds an MD from Harvard Medical School, a PhD in chemistry and chemical biology from Harvard University, a master’s degree in electrical engineering and computer science from MIT, and a bachelor’s degree from Caltech in chemistry. Finny and his wife, Laura, have seven children and live in the Boston, Massachusetts area.