James R. Grant, Jr., Managing Director
As Managing Director, Jim Grant oversees O’Meara Ferguson’s business development and client services initiatives.
Mr. Grant joined O’Meara Ferguson after more than seven years with Christian Brothers Investment Services, Inc. (CBIS), where he managed the Client Service Team and was a member of the CBIS Management Team.
Mr. Grant has held many senior business development and client servicing positions working with institutional decision makers within a broad range of investment strategies – including: the public and private placement of investment-grade and below-investment grade credit; structured mortgages; and asset backed securities. His previous firms include: L.F. Rothschild, Unterberg, Towbin; Everen Securities; and Wachovia Securities.
Mr. Grant holds a B.A. in Liberal Arts from the University of Pittsburgh and attended Loyola University’s Graduate School of Business in Chicago. His FINRA registrations include Series 7 and 63.