Focus Area
As part of the Portfolio Solutions Team at Fiduciary, James is responsible for translating and implementing Fiduciary’s investment strategy in client portfolios, as well as managing Separately Managed Accounts, and trading.
Experience
Prior to joining the Portfolio Solutions Team, James previously worked within the Securities Department overseeing corporate actions. Prior to Joining Fiduciary, James held various internships at Bank of America Merrill Lynch: Private Banking & Investment Group division.
Personal
Originally from the Boston area, James enjoys golfing, boating, traveling, and watching all of the Boston sports teams.
