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James Edward Moltz

James Edward Moltz, brokerage house executive. Chartered finance analyst.

Background

  • Moltz, James Edward was born on July 25, 1932 in Williamsport, Pennsylvania, United States. Son of George N. and Margaret L. (Abell) Moltz.

  • Education

    • Bachelor of Science, Williams College, 1954. Master of Business Administration, Wharton School, University Pennsylvania, 1956.

    Career

    • Financial analyst Cyrus J. Lawrence Incorporated, New York York City, 1957-1962, research director, 1962-1964, general partner, 1964-1971, managing partner, 1971-1973. Chairman, president C.J. Lawrence/Deutsche Bank Securities Corporation, 1973-1995. Chief investment officer Deutsche Bank Securities, 1996-1999.

      Vice chairman Inter-Services Intelligence Incorporated, New York York City, since 1999.

    Major achievements

    • Chartered finance analyst.

    Membership

    Member advisory finance committee Williams College. Trustee Sterling and Francine Clark Art Institute. Chairman Woods Hole Oceanographic Institute, honorary trustee.

    Trustee Rockefeller Brothers Fund, Edna McConnell Clark Found. Member Finance Analysts Federation, New York Society Security Analysts (former director), Union League Club (New York City), Wee Burn Country Club (Darien), Windsor Club (Vero Beach), The Links (New York City), The Blind Brock Club.

    Connections

    • Married Barbara Vance, September 8, 1956. Children: George Wilson, James Clay, John Thomas.
    • father: George N. Moltz
    • mother: Margaret L. (Abell) Moltz
    • spouse: Barbara Vance
    • children: George Wilson Moltz
    • James Clay Moltz
    • John Thomas Moltz
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    Nationality
    • 1954
      Williams College
    • 1956
      Wharton School
    • 1957 - 1962
      Financial analyst, Cyrus J. Lawrence Incorporated
    • 1973 - 1995
      chairman, C.J. Lawrence/Deutsche Bank Securities Corporation
    • 1973 - 1995
      president, C.J. Lawrence/Deutsche Bank Securities Corporation
    • 1996 - 1999
      chief investment officer, Deutsche Bank Securities
    • 1999
      vice chairman, Inter-Services Intelligence Incorporated
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