J. Blair Brumley, CFA

Portfolio Manager / Equity Analyst at Confluence Investment Management
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Contact Information
us****@****om
(386) 825-5501

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Credentials

  • Chartered Financial Analyst
    162977

Experience

  • Confluence Investment Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager / Equity Analyst
      • Sep 2017 - Present

      Member of investment committees for domestic and international funds. Analytical responsibilities for industrials, aerospace/defense and transportation sectors. Member of investment committees for domestic and international funds. Analytical responsibilities for industrials, aerospace/defense and transportation sectors.

  • Columbia Threadneedle Investments, US
    • United States
    • Financial Services
    • 700 & Above Employee
    • Portfolio Manager / Equity Analyst
      • Jul 2002 - Mar 2016

      Senior buy side equity research professional responsible for stock selection and portfolio construction recommendations related to the global Capital Goods, Transportation, Multi-industry, Paper and Packaging, Autos and Auto Parts, Engineering and Construction, Agriculture, Infrastructure Concession and Pollution Control sectors. Key member of team running multiple mutual funds utilizing a variety of style, geography and market capitalization parameters. Made stock selection and portfolio construction recommendations for domestic mid-cap value, domestic large cap blend, domestic large cap value, domestic yield, global large cap value, global yield and domestic long/short funds. Manager/co-manager of firm's REIT Fund, 2004 -- 2006. Peak assets under management of US$15.6 billion. Team awarded six Lipper Awards for three and five year performance.

  • Credit Suisse
    • Switzerland
    • Banking
    • 700 & Above Employee
    • Vice President, Equity Research
      • May 1998 - Aug 2001

      • Sell side equity research analyst responsible for the Light Industrial, Multi-industry, Flow Control and Equipment Rental/Distribution sectors. • Instrumental in securing corporate finance mandates for initial public offerings and secondary stock issues, M&A advisory and share repurchase programs. • Sell side equity research analyst responsible for the Light Industrial, Multi-industry, Flow Control and Equipment Rental/Distribution sectors. • Instrumental in securing corporate finance mandates for initial public offerings and secondary stock issues, M&A advisory and share repurchase programs.

  • Dain Rauscher Corporation
    • Greater Minneapolis-St. Paul Area
    • Managing Director
      • Sep 1991 - Apr 1998

      • Sell side equity research analyst with full responsibility for coverage of the Capital Goods sector. • Named three times to The Wall Street Journal’s All Star list. • Sell side equity research analyst with full responsibility for coverage of the Capital Goods sector. • Named three times to The Wall Street Journal’s All Star list.

  • A.G. Edwards & Sons, Inc.
    • Financial Services
    • 1 - 100 Employee
    • Senior Analyst, Equity Research
      • May 1989 - Aug 1991

      • Sell side equity research analyst responsible for coverage of the Capital Goods sector. • Sell side equity research analyst responsible for coverage of the Capital Goods sector.

  • The Boston Company
    • Greater Boston Area
    • Vice President
      • Apr 1988 - May 1989

      • Buy side equity research analyst with responsibilities for the Autos and Auto Parts, Truck Assembler, Multi-industry and Lodging and Gaming sectors. • Made recommendations to managers running mutual fund, pension and high net worth portfolios. • Buy side equity research analyst with responsibilities for the Autos and Auto Parts, Truck Assembler, Multi-industry and Lodging and Gaming sectors. • Made recommendations to managers running mutual fund, pension and high net worth portfolios.

  • A.G. Edwards & Sons, Inc.
    • Financial Services
    • 1 - 100 Employee
    • Analyst
      • Jun 1986 - Apr 1988

      • Part of two person team which prepared the firm’s flagship generalist value investing product, focused on non-financial industries. • Named Institutional Investor Magazine Home Run Hitter for 1987. • Part of two person team which prepared the firm’s flagship generalist value investing product, focused on non-financial industries. • Named Institutional Investor Magazine Home Run Hitter for 1987.

Education

  • Washington University in St. Louis - Olin Business School
    MBA, BSBA, Finance
    1981 - 1986

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