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James Klinger

James Klinger

Partner and Trader at Coho Partners, LTD.

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
Coho Partners, Ltd.Partner and TraderAug 2017 to Present
PENN Capital ManagementSenior Equity TraderMar 2006 to Aug 2017
Nuveen InvestmentsPortfolio Investment Specialist and TradingJun 2000 to Mar 2006
Merrill Lynch401(k) Account RepresentativeJun 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

Portfolio Management
Equities
Investments
Trading
Hedge Funds

Others at Coho Partners, LTD. (6)

NameRoleLocation
A
Andrew Hanna
Partner, Portfolio Manager and Investment AnalystPhiladelphia, PA , United States
R
Rick Wayne
Partner-Portfolio Manager and StrategyBryn Mawr, PA , United States
Ruairi O'Neill
Ruairi O'Neill
Portfolio Manager and AnalystBerwyn, PA , United States
S
Shirley Chen
ESG Investment AnalystPhiladelphia, PA , United States
A
Anne Madden
Equity TraderCherry Hill, NJ , United States
Evan Carpenter
Evan Carpenter
Partner, Portfolio Manager and Investment Analyst at Coho Partners, Ltd.Caldwell, NJ , United States