Cavanaugh Capital Management Specializing in Active Fixed Income and Passive Equity Investments

Personnel Overview

Personnel

Bennett B. Carroll

James M. Dugan, CFA

Jim Dugan is President and a principal stockholder of Cavanaugh Capital Management (CCM). He is the Chief Investment Officer and directs all portfolio management and research for the firm. He is chairman of the firm's investment committee.

Before joining CCM in 1992, Dugan was a Senior Investment Officer for USF&G in Baltimore where he managed that firm's municipal bond portfolio as well as portfolios for Capital Re, Capital Guaranty, and Axe-Houghton. Overall, he has over twenty years of fixed income experience as a portfolio manager, analyst, and trader.

Dugan received a BA in Business Administration from Loyola College in Maryland in 1979 and an MBA from the same institution in 1985. He is a Chartered Financial Analyst, as well as a member of the CFA Institute, the Baltimore Security Analysts Society, and the Municipal Bond Club of Baltimore. Dugan serves as a board member of the Cavanaugh Financial Group Charitable Foundation and James T. Cavanaugh & Associates, Inc., as well as an advisor to the Mother Seton Academy and the Conference of Major Superiors of Men. Dugan also serves on the Development Committee for Mount St. Agnes Theological Center for Women in Baltimore, MD.

 

A Balanced Approach for Long-term Investors

501 Fairmount Avenue, Suite 300 • Baltimore, MD 21286 • tel 410.769.6124 fax 410.427.4544 • www.cavcap.com

Copies of Form ADV are available upon request. Disclosure Statement