James is a seasoned Senior Wealth Management Consultant with over 25 years of experience working with leading Financial Institutions, where he has managed over $500M. He also has expertise in Treasury & Reserves and Risk Management for Investments. James has the unique ability to marry technical and industry knowledge with a global market perspective. He’s skilled in monetary policy development at the highest levels, and experienced in developing sound short and long-term investment strategies. His deep industry knowledge and understanding combined with his lengthy industry experience provide him with the unique ability to exceed our clients’ expectations.
James is recognized as a motivating leader and trusted advisor with exceptional communication, relationship building and institutional liaising skills. He holds a Bachelors of Commerce degree and previously held Licenses with the Investment Fund Institute Course and Accident & Sickness Committee. Some of James recognitions include: