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. His expertise lies in combining top-down, macroeconomic insights with bottom-up stock selection tools. Dr. Kee 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 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. Dr. Kee also serves on the school council of the Archdiocese of San Antonio.
Dr. Kee has been nationally recognized for his views on investing and the economy. He has made appearances on FOX Business News and CNBC with Maria Bartiromo. He has also has been interviewed on radio programs such as Bloomberg Radio's Taking Stock with Pimm Fox and MarketWatch Radio with Larry Kofsky. He is regularly 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.
Dr. Kee has a B.A. in economics from St. Edward's University (Austin), a Masters degree in economics from St. Mary’s University of San Antonio, and a Ph.D. in economics from Auburn University.