President & Chief Economist, Partner
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 works with both the investment research group and the investment advisors at STMM.
Dr. Kee has been nationally recognized for his views on investing and the economy. He has made numerous appearances on FOX Business News with Maria Bartiromo and on CNBC. He has also been interviewed on radio programs such as Bloomberg Radio's Taking Stock with Pimm Fox and Marketwatch Radio with Larry Kofsky. He has been cited by Bloomberg News, The Wallstreet Journal, Barron's, The Financial Times, CNN Money, US News and World Report, and other national and local media. In August 2016, Dr. Kee was recognized as a top executive by the San Antonio Business Journal with a C-Suite Award in the CEO category.
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.
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. He has taught courses in finance and economics at Wabash College and Auburn University. He currently serves on the University of the Incarnate Word Advisory Board and also serves as the finance chair on the school council for the Archdiocese of San Antonio.
Dr. Kee has a Ph.D. in Economics from Auburn University, a Master’s degree in Economics from St. Mary’s University of San Antonio (Distinguished Graduate), and a B.A. in Economics from St. Edwards University (Austin).