LongRun Capital Management provides investment management services to private clients across the country. We are an independent, fee-only registered investment advisor. Our Managing Partner, Jim Carroll, has more than 20 years of financial advisory and investment experience.
LongRun is the culmination of Mr. Carroll's personal and professional investing experience. This evolution led from picking stocks, to selecting fund managers, to creating portfolios designed to deliver excess returns along a continuum of risk tolerance. Our objective is to design an investment portfolio that outperforms market benchmarks while staying within a client's risk tolerance.
Mr. Carroll’s professional experience in financial services includes 16 years as an investment banker at Smith Barney, Kidder Peabody, and Bear Stearns. He also spent four years as Chief Financial Officer of a publicly-traded company. Mr. Carroll has a BA in Psychology from Claremont McKenna College and an MBA from Harvard Business School.