Our People
Portfolio manager specializing in core fixed income mandates, including treasuries, agencies, investment-grade corporates, and securitized products across institutional and private client strategies.
James has nearly two decades of experience in the financial services industry, with a career-long dedication to taxable fixed income. He began his career at Morgan Stanley in New York before moving to Kansas City, where he joined FCI Advisors in 2010. During his time at FCI, he has worked across every facet of the investment process spanning client service, portfolio implementation, investment analysis, and portfolio management.
As a key member of the Fixed Income Investment Strategy Team, he contributes to all investment decision-making, including portfolio positioning, security selection and trade execution. James has also advanced the firm’s research capabilities by developing proprietary analytical tools, including relative value frameworks, credit curve analysis and portfolio positioning analytics.
BBA, Hofstra University
Chartered Financial Analyst® charterholder
CFA Society Kansas City, Past President
CFA Institute, Member
President and Chief Executive Officer
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Chief Investment Officer, Fixed Income
Investment Analyst
Senior Vice President, Investment Operations
Senior Vice President, Head of Business Administration
Senior Vice President, Chief Compliance Officer
Fixed Income Trader
Equity Trader
Portfolio Manager
Senior Vice President, Investment Operations
Vice President, Trading
