Expertise

James is a portfolio manager primarily focused on FCI’s fixed income strategies for private client, institutional, mutual fund and SMA accounts. He also manages client accounts for the Portfolio Advisory Group and is a member of the Fixed Income Committee.

Experience

After beginning his investment career in 2007 at Morgan Stanley in New York, James joined FCI Advisors in 2010.

He has held several roles with FCI as his career has progressed, and he transitioned into his current role as a portfolio manager in 2020.

Education

BBA, Hofstra University

Chartered Financial Analyst® charterholder

Professional / Civic Affiliations

CFA Institute, Member

CFA Society Kansas City, Member