James E. Demmert

James E. Demmert
Founder & CIO,
Award-Winning Author

One of the Top 100 People in Finance


years of experience managing assets

James is a seasoned and accomplished investment manager with over 35 years of experience in the industry. He is the founder and CIO of Main Street Research and has earned the distinction of being one of Barron’s Top Advisors for four consecutive years. He is frequently featured in media outlets such as CNBC, Bloomberg, CBS News, and Reuters, and he has been quoted in publications like The Wall Street Journal, Barron's, and Forbes. James has been recognized as one of the Top 1200 Financial Advisors by Barrons, and he is well versed as an investment manager, with a particular emphasis on macroeconomic research and investment risk management. He is also a award-winning author, having penned three books on finance and investing, including his latest publication, Wall Street Lessons. He is a recognized speaker and educator, and frequently invited to deliver insightful and informative presentations on a wide range of investment topics.

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founder & CIO of Main Street Research

James is the founder and Chief Investment Officer of Main Street Research, a privately held firm registered with the Securities and Exchange Commission since 1993. He is responsible for creating the firm's Active Risk Management processes, which aim to protect clients from catastrophic losses. For four years in a row, James has been named among Barron's Top 1200 Advisors, and Main Street Research is recognized as one of Forbes' top 100 RIAs.

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About Main Street Research
Main Street Research serves as a fiduciary for private and institutional investors. The firm services include bespoke financial planning strategies directed towards generating wealth that lasts generations. The firm's modern investment style incorporates individual securities which provide transparency, low cost and an ability to engage our distinct Active Risk Management process to protect clients from significant loss. This combination of growth and risk management paired with a fee structure aligned with client results have been essential to the firm's client's success for three decades. For more information, please visit www.ms-research.com.

award-winning author

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James is an accomplished writer who has authored three investment books: The Journey to Wealth, The Sustainable Endowment, and his latest book, Wall Street Lessons, which was released in the fall of 2023. His books have won several awards, owing to the wealth of knowledge on finance and investing that they offer. In Wall Street Lessons, James shares insights from his three-decade-long experience on Wall Street, including intriguing lessons on behavioral finance. Whether you're a seasoned investor or just getting started, you'll find valuable information and fresh perspectives in his work. In addition to his books, James has written numerous articles on finance and investment management, which have been featured in various financial publications such as The Wall Street Journal, Barron's, Financial Times, Rolling Stone, Investors Business Daily, and Fortune Magazine, among others.

The Journey to Wealth describes how you can create real wealth using a strategy that works in today’s volatile, globalized financial world—a proven strategy that increasingly builds returns without succumbing to catastrophic market crashes.
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The Sustainable Endowment is a profound look at the complications that exist in non-profit governance as well as the forces that move financial markets and determine the success or failure of non-profit endowments, impacting whether they survive or not.
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Wall Street Lessons, shows you how to leave that mindset behind and become a disciplined, rational investor. You will learn how to avoid 13 of the most common psychological investment blunders you might be driven to make due to fear, greed, or both.
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speaker & educator

As a sought-after speaker and educator, James' insightful and informative presentations cover a wide spectrum of investment topics, including market trends, risk management, and asset allocation, making him a recognized authority in his field. Over the years, he has been invited to share his expertise with numerous public and private institutions, leaving an indelible mark on audiences at events hosted by prestigious organizations like the American Association of Individual Investors (AAII), Charles Schwab, Private Markets Group, Portfolio Summits, and LinkBridge Investors. James is an active member of several prominent professional associations, including the Forbes Finance Council, The CFA Institute, and the Financial Planning Association.

What truly sets James apart is his unwavering passion for investing and his commitment to educating both upcoming and seasoned investors. He annually teaches a course at Berkshire School for high-school students, aiming to equip them with essential financial skills and wisdom to the next generation of investors. Through his speaking engagements and educational initiatives, James contributes to the broader understanding of finance and helps individuals make informed investment decisions.


James is not only a successful finance professional but also a dedicated philanthropist. His passion for making a positive impact on society extends well beyond his professional achievements. In 2018-19, his philanthropic efforts earned him the distinguished title of Citizen of the Year for the Town of Tiburon, a testament to his unwavering dedication to giving back to both the local and global community. Moreover, James has a strong presence on both coasts and is keen on supporting organizations that share his vision of contributing to the greater good. He focuses on those that not only give back to their communities but also possess a deep commitment to enhancing their governance and investment expertise. James serves on a number of non-profit boards and is a Trustee of Berkshire School and a member of their Endowment and Finance Committees. By leveraging his financial acumen, he helps these organizations achieve their missions, making a lasting and meaningful difference.


When James isn't immersed in his passion for investing and philanthropy, he cherishes moments with his family and indulges in an array of hobbies. He's an enthusiast of vintage auto rallies, having driven across the United States and Europe, and has a penchant for traveling to uncharted destinations. The tennis court is his preferred arena for both competition and relaxation. A fervent jazz aficionado, James holds the movie Whiplash in high esteem, drawing parallels between its rhythm and life's highs and lows. His current favorite read is Ray Dalio's, "Principles," finding its wisdom applicable both in business and personal realms.

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