Avenir Corporation

James Rooney is a CFA charterholder with 20 years of industry experience. He has been with Avenir Corporation since 1998. Avenir Corporation provides discretionary investment management to a diverse client base, including individuals, families, trusts, pension plans, foundations, and pooled investment vehicles. The firm employs a bottom-up, core value investment strategy focused on capital preservation and real returns, utilizing detailed company analysis and direct engagement with management across various security types.

Kenneth George is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been with Avenir Corporation since 2005, working as part of a three-advisor team based in Alexandria, VA. Avenir Corporation provides discretionary investment management to a diverse client base, including individuals, families, trusts, pension plans, and pooled investment vehicles. The firm employs a bottom-up, core value investment approach focused on capital preservation and real returns, utilizing concentrated portfolios with an emphasis on detailed company analysis and direct engagement with management.

James Emanuelson is a CFA charterholder and holds Series 63, 65, and 66 licenses. He has seven years of industry experience, currently serving as an advisor at Avenir Corporation since 2021. His prior experience includes roles at Bank of America, Merrill Lynch, Davidson Park Capital, Houlihan Lokey Capital, and Washington and Lee University. Avenir Corporation provides discretionary investment management to a diverse client base, including individuals, families, trusts, pension plans, foundations, corporations, and pooled investment vehicles. The firm employs a bottom-up, core value investment strategy focused on capital preservation and real returns, utilizing detailed company analysis and direct engagement with senior management.