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James Shanahan

Senior Analyst, Equity Research

CFA®

At A Glance

  • Joined Edward Jones in 2012
  • Sector Covered: Financial Services, Real Estate

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.

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.

Companies Covered

  • Aflac
  • Allstate
  • Bank of America
  • Bank of Montreal
  • Bank of Nova Scotia
  • Berkshire Hathaway A
  • Berkshire Hathaway B
  • Canadian Imperial Bank
  • CI Financial
  • Citigroup
  • Equity Residential Properties
  • IGM Financial
  • Intact Financial
  • J.P. Morgan Chase
  • Manulife Financial (MFC)
  • Manulife Financial (MFC.TO)
  • Morgan Stanley
  • Progressive Corporation (The)
  • RBC Financial
  • Realty Income
  • RioCan REIT
  • SunLife Financial Svcs.
  • TD Bank Financial Group
  • The Progressive Corp
  • The Travelers Cos.

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