Partner, Director of Portfolio Strategy
James’ investment career began in 1999, and he joined NEPC in 2007. James is a member of the Discretionary Team where he develops investment strategy and maintains and adjusts discretionary portfolios based on client objectives. James works with the NEPC client teams to understand objectives and communicates these with the Discretionary Committee who approves initial and ongoing asset allocation changes.
James is a co-chair of NEPC’s Asset Allocation Committee and a member of the Fixed Income Research Advisory Group. James’ responsibilities in research include development of NEPC’s Key Market Themes and Current Opportunities and refinement of Asset Allocation and Risk Management tools used across the firm.
Previously, James was a Partner on the Philanthropic Practice Group working with healthcare clients and endowments and foundations. In support of his client relationships, James develops investment programs incorporating results from NEPC’s proprietary Risk Models to inform development of investment policy statements, asset allocation and manager selection.
Prior to joining NEPC, James was a Senior Fixed Income Operations Manager at State Street Global Advisors.
James received his B.A. in History from Boston College. James holds the Chartered Financial Analyst (CFA) designation.