Private Client Group (Reed, Conner & Birdwell)

James Birdwell, Jr.
Managing Director

Jim Birdwell is a member of the Aristotle Private Client Group, which is the specialty wealth-management division of Aristotle. His focus is helping independent-minded, high-net-worth investors achieve their financial objectives with comprehensive client service and support. Jim is a veteran analyst and Portfolio Manager, having spent the majority of his investment career co-managing Reed, Conner & Birdwell, LLC (RCB) before Aristotle and RCB merged in January 2012. Jim began his career in the investment management business as an analyst at Farmers Insurance Group. Following graduate school, he worked at Dean Witter & Co. in New York in the firm’s MBA Program and then in the institutional department in Los Angeles.

Jim earned his Bachelor of Arts degree in Rhetoric from the University of California, Berkeley and his MBA with emphasis in Finance from the University of Southern California.

Donn Conner, CFA
Managing Director

Donn Conner is a member of the Aristotle Private Client Group, which is the specialty wealth-management division of Aristotle. His focus is helping independent-minded, high-net-worth investors achieve their financial objectives with comprehensive client service and support. Donn is a veteran analyst and Portfolio Manager, having spent the majority of his investment career co-managing Reed, Conner & Birdwell, LLC (RCB) before Aristotle and RCB merged in January 2012. Prior to his tenure with RCB, he served as Portfolio Manager and Research Analyst at Security Pacific Bank, and as an account executive at Dean Witter Reynolds.

Donn earned his Bachelor of Science degree in Mechanical Engineering from the University of Michigan. He is a CFA® charterholder.

James Reed, CFA
Managing Director

James Reed is a member of the Aristotle Private Client Group, which is the specialty wealth-management division of Aristotle. His focus is helping independent-minded, high-net-worth investors achieve their financial objectives with comprehensive client service and support. James is a veteran analyst and Portfolio Manager, having spent the majority of his investment career co-managing Reed, Conner & Birdwell, LLC (RCB) before Aristotle and RCB merged in January 2012. Prior to his tenure with RCB, he was Portfolio Manager and Research Analyst at Clifford Associates. James also served in the U.S. Air Force as a Commissioned Officer.

James earned his Bachelor of Science degree in Business Administration from Lehigh University and his MBA from the University of Southern California. He is a CFA® charterholder. James is also a former President of the Los Angeles Society of Financial Analysts, Inc.