James Michael Yaworski

James Michael Yaworski, CFA

Investment Research & Trading Specialist
507.206.2804
507.206.2811 (Fax)
Email James Michael

Professional Biography
James Michael Yaworski is an Investment Research & Trading Specialist at Carlson Capital Management. James works closely with CCM's Director of Investments & Research, and is responsible for monitoring and reviewing client portfolios to maintain balance across asset classes, making recommendations for portfolios when out of alignment with models, reviewing daily cash positions, and placing trades through the custodial trading platform. James also assists with new client portfolio analysis, asset class/portfolio research and analysis, preparing client presentation materials, and other activities that support overall client portfolio management.

James is a graduate of Northern Illinois University where he earned his degree in Finance. While studying at NIU, James gained insights into his future career as part of a student-managed portfolio team. Prior to joining CCM, James’ experience included working in the roles of investment manager, project manager in investment research, and financial analyst in both large and small financial organizations. James holds the Chartered Financial Analyst (CFA Charter) designation, granted by the CFA Institute, which entails a rigorous exam requirement. He enjoys being engaged in the community with Habitat for Humanity and Paws & Claws. In his free time, James also enjoys golfing and playing softball. James grew up in Crystal Lake, Illinois and now resides in Rochester, Minnesota with his wife, Brittany, their daughter, and two dogs, Frankie and Jordy.

Personal Thoughts

“I can do things you cannot, you can do things I cannot; together we can do great things.”  -Mother Teresa

I have grown to appreciate the importance of collaboration and teamwork in this industry. A group of individuals, each dedicated toward expertise in their respective fields, can help to piece together the puzzle of a family’s financial lives in an incredible manner. The end result is one which truly connects the math of an individual’s personal finances with the why that makes up who they are and what they want to achieve in life.

As a member of our investment team, I enjoy every aspect of this process; from our discovery meetings where we learn about financial goals, to the analysis and construction of a financial plan, to the educational meetings where we help put all the pieces into place. Ultimately, building a relationship with clients that centers on creating financial security and establishing confidence in their financial plan is extremely gratifying.

James and other members of the CCM Investment Team regularly post articles of interest including investment insights, recommended reading on timely topics, and articles on portfolio management which you can find here.