Clare joined James Capital Alliance in 2003. She has over 20 years of experience in the investment industry, having worked with an investment advisor and a mutual fund company prior to James.
Clare conducts seminars, conference calls, and on-site visits across the country, meeting with financial advisors and clients. Clare also coordinates and supports due dilligence between James and the brokerage firms that we work with.
She earned a B.S. in Business, majoring in Finance, from Wright State University.
She holds the FINRA Series 2, Series 63, Series 65 and Series 6 securities registrations. |
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Barry James
CEO |

Ann Shaw
Treasurer |

Mike McGraw
President, CCO |

Clare Thielen
First Vice President |

Anne Brooks
Senior Trader |

Yolanda Avery
Operations Assistant |

Michael McGowan
Investment Advisor Representative |

Ryan Post
Trader
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Lesley Ott, IACCPSM
Operations/Compliance Associate |
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