About
James Klinger is a Partner and Trader at Coho Partners, Ltd., a Philadelphia-based investment firm. In this role, he oversees all facets of trading for the firm's separately managed accounts and model platforms, including trade order creation, execution, and settlement. He specializes in equity trading and is integral to managing the firm’s trading operations across diverse equity strategies.
Klinger has extensive expertise covering micro, small, smid, and mid-cap equity strategies, developed over 27 years in the investment industry. Before joining Coho Partners in 2017, he spent eleven years as Senior Equity Trader at Penn Capital Management, where he was responsible for trading across various capitalization strategies, and earlier worked as a Portfolio Investment Specialist with Nuveen Investments, focusing on equity trading and portfolio support.
He holds an MBA in Finance from Temple University’s Fox School of Business and a BS in Finance from DeSales University. Klinger is recognized for his analytical rigor, trading discipline, and operational excellence, contributing significantly to the firm’s execution quality and risk management in public equity markets, particularly within the U.S. market micro through mid-cap sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Coho Partners, Ltd. | Partner and Trader | Aug 2017 to Present | — |
| PENN Capital Management | Senior Equity Trader | Mar 2006 to Aug 2017 | — |
| Nuveen Investments | Portfolio Investment Specialist and Trading | Jun 2000 to Mar 2006 | — |
| Merrill Lynch | 401(k) Account Representative | Jun 1998 to Jun 2000 | — |
Education
Temple University
Master of Business Administration (M.B.A.), Finance
2002 — 2005
DeSales University
Bachelor of Science (B.S.), Finance
1994 — 1998
Skills & Expertise
Others at Coho Partners, LTD. (6)
| Name | Role | Location |
|---|---|---|
A Andrew Hanna | Partner, Portfolio Manager and Investment Analyst | Philadelphia, PA , United States |
R Rick Wayne | Partner-Portfolio Manager and Strategy | Bryn Mawr, PA , United States |
| Portfolio Manager and Analyst | Berwyn, PA , United States | |
S Shirley Chen | ESG Investment Analyst | Philadelphia, PA , United States |
A Anne Madden | Equity Trader | Cherry Hill, NJ , United States |
| Partner, Portfolio Manager and Investment Analyst at Coho Partners, Ltd. | Caldwell, NJ , United States |