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James Shanahan

James Shanahan, CFA

Senior Analyst - Equity Research

James Shanahan is an equity analyst in the Research department, where he is responsible for the coverage of various U.S. and Canadian financial services and real estate companies. He has almost 20 years of experience in equity research, covering a variety of financial services and real estate companies. Just prior to joining Edward Jones in 2012, Shanahan was a senior equity analyst at Wells Fargo Securities, where he covered asset managers.

In 2010, Shanahan was recognized in The Wall Street Journal’s “Best On The Street Survey” for stock picking in the real estate sector. He has been quoted in numerous publications, including the Financial Times, The Wall Street Journal and Barron’s.

Shanahan graduated magna cum laude from St. Louis University with a bachelor’s degree in business administration, majoring in finance. He later earned an MBA from the Olin School of Business at Washington University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of St. Louis.

Sectors Covered

Financial Services

Companies Covered
Bank of America
Bank of Montreal
Bank of Nova Scotia
Berkshire Hathaway A
Berkshire Hathaway B
Canadian Imperial Bank
CI Financial
Equity Residential Properties
IGM Financial
Intact Financial
J.P. Morgan Chase
Manulife Financial
Morgan Stanley
Progressive Corporation (The)
RBC Financial
Realty Income
Simon Property Group
SunLife Financial Svcs.
TD Bank Financial Group
The Progressive Corp
The Travelers Cos.

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