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Dr. James J. Valentine, DrBA, CFA

  • Ranked top-3 equity research analyst by Institutional Investor for 10 consecutive years
  • 10 years as Managing Director at Morgan Stanley
    (New York and London)
  • Director of Global Training for Morgan Stanley’s global
    Research Department
  • Finance Professor for DePaul University

Dr. Valentine’s work has been quoted and recognized by the best financial media:

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Our workshops are customized to help analysts and future analysts improve their stock picking skills and receive greater recognition for those calls.

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GAMMA PI™ is the only self-assessment for buy-side and sell-side equity research analysts to identify their strengths and blind spots. Our Quiz helps future analysts determine if they have the basic knowledge to succeed in this competitive field.

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