President and Chief Economist

jkee@stmmltd.com

Jim Kee, Ph.D. joined South Texas Money Management at the beginning of 2009 and serves as the Chief Economist. He was named President of the firm in April 2011. Dr. Kee's expertise lies in combining top-down, macroeconomic insights with bottom-up stock selection tools. He has worked in sales and client relationship management roles in addition to conducting and directing applied investment research. He works with both the investment research group and the investment advisors at STMM.

Prior to joining STMM, Dr. Kee was the HOLT global strategist for Credit Suisse in Chicago. At Credit Suisse, he produced timely investment advice for external clients and for internal investment and marketing teams. He also served as a portfolio consultant with HOLT Value Associates prior to their acquisition by Credit Suisse in 2002. As a portfolio consultant, he worked with clients to identify strengths and weaknesses of equity holdings and to suggest alternative stocks and allocations.

Prior to joining HOLT, Dr. Kee was Vice President and Economist with H.C. Wainwright & Company, Economics, Inc., a Boston-based investment advisory service. At Wainwright, he regularly advised institutional chief investment officers, strategists, portfolio managers, and equity analysts.

Dr. Kee has also produced research under contract for the Institute for Research on the Economics of Taxation (IRET) and Polyconomics. He served on the board of directors for the Catholic Citizens of Illinois and has advised several non-profit organizations. Dr. Kee has taught courses in finance and economics at Wabash College and Auburn University. He has a B.A. in Economics from St. Edwards University (Austin), a Masters degree in Economics from St. Mary’s University of San Antonio, and a Ph.D in Economics from Auburn University.