Our People
James is a Portfolio Manager focusing on private clients and institutional fixed income accounts. He is also a member of the Fixed Income Investment Strategy Team.
James joined the organization in 2010 and has over 15 years of industry experience. He began his career at Morgan Stanley in New York prior to moving to Kansas City.
BBA, Hofstra University
Chartered Financial Analyst® charterholder
CFA Institute, Member
CFA Society Kansas City, President
President and Chief Executive Officer
Executive Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group
Portfolio Manager, Head of Municipal Bond Research
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Managing Director, Trust Investment Solutions
Portfolio Manager
Senior Vice President, Co-Chief Investment Officer, Select Growth
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Portfolio Manager, Wealth Strategist
Senior Vice President, Chief Investment Officer, Fixed Income
Senior Vice President, Head of Portfolio Implementation
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Vice President, Portfolio Manager
Senior Vice President, Relationship Manager
Senior Vice President, Head of Business Administration
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Value Equity
Senior Vice President, Co-Chief Investment Officer, Select Growth
Senior Vice President, Portfolio Manager, Head of Investment Manager Research
Senior Investment Analyst
Senior Vice President, Managing Director, Portfolio Manager, Head of Asset Allocation
Vice President, Portfolio Manager
Vice President, Portfolio Manager, Wealth Strategist
Business Development Director
Senior Vice President, Portfolio Manager
Senior Vice President, Chief Compliance Officer
Senior Vice President, Portfolio Manager, Head of Portfolio Advisory Group
Senior Vice President, Portfolio Manager
Trader
Senior Vice President, Portfolio Manager, Senior Wealth Strategist
Vice President, Portfolio Manager
Equity Trader
Senior Vice President, Head of Business Intelligence
Vice President, Portfolio Manager
Senior Investment Analyst
Senior Vice President, Chief Investment Officer, Core Equity
Senior Vice President, Investment Operations
Senior Vice President, Portfolio Manager, Head of Wealth Planning & Strategy
Vice President, Trading
