James Berman

President and founder, LLC

James Berman is the president and founder of JBGLOBAL.COM LLC, a registered investment advisory firm specializing in asset management for high-net-worth individuals and trusts. With over twenty years of experience managing client portfolios, Mr. Berman is a specialist in value investing and asset allocation. As the president of JBGLOBAL LLC, the general partner of the JBGLOBAL Fund L.P., Mr. Berman manages a global equities fund that invests in the United States, Europe and Asia.

Mr. Berman has appeared on CNBC, the Fox News Channel, the Cavuto Show and the Fox Business Channel and has been published and quoted in a variety of publications, including The Wall Street Journal, Barron's, Fortune, Bloomberg, and CNN Money. He is the author of Lessons from the Lemonade Stand: A Common Sense Primer on Investing, winner of the Next Generation Indie Award for Best Non-Fiction eBook of 2013.

Mr. Berman is a faculty member in the Finance Department of the NYU School of Professional Studies where he teaches corporate finance. He also serves as subadvisor to Eitan Ventures LLC, a venture capital fund based in New York.

Mr. Berman received a B.A. (Magna Cum Laude, Phi Beta Kappa) from Harvard University and a J.D. from Harvard Law School.