Trent D. Dysert, CFA

Associate Director of Research, Assistant Vice President, Portfolio Manager
Investment Committee Member

Trent provides research and analysis for James’ portfolio management team, examining possible investment opportunities to help meet your financial goals and objectives through James’ active management.

As a Data Analyst Specialist, Trent studies James’ proprietary stock ranking system, which gives an initial reading of how attractive a security may be. He also helps develop, test and analyze weekly stock and bond market risk indicators used to help determine strategic and tactical allocation decisions.

As a Portfolio Manager, Trent is here to answer your questions regarding product information. He often participates in conference calls regarding the current positioning of James’ funds and outlook for the future.

Trent appreciates the daily variety to be discovered in finance, with no two days in the market ever the same. He enjoys the demands of constant analysis within the ever-changing landscape and discovering factors that may project future market moves.

• James team member since 2006
• Chartered Financial Analyst (CFA)
• B.S. Finance University of Dayton

Away from the office:
Trent currently lives in Centerville with his wife, where they stay very busy with their three children. He loves watching his kids excel in their favorite pastimes, such as golf, baseball, football, basketball and swimming. During his minimal free time, you will find him sneaking off for a round of golf and attending Bengals and Dayton Flyers games.
Meet Our Team