Lead Portfolio Manager
Prior to joining Resource Investment Advisors (RIA), James worked as an analyst at Morgan Stanley and as a fixed income portfolio manager for UMB. He functions as the lead investment strategist for RIA and chairs the firm’s Investment Policy and Investment allocation Committees. His responsibilities include investment strategy oversight and writing all firm related economic commentary and market strategy pieces. He completed his undergraduate studies at the University of Montana and completed his Master’s at the London School of Economics.
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5441 SW Macadam Ave. Ste 301
Portland, OR 97239
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