James is a Performance Analyst at First Trust Capital Management L.P. (FTCM) who provides ongoing support across the firm’s product lineup. James works closely across the portfolio management and research teams in support of financial professionals to provide commentary on underlying strategies while ensuring all client needs are met efficiently.

Before joining the FTCM team, James sat on BMO Harris’ Private Bank Fixed Income and Portfolio Management team, where he ran a series of individual bond mandates and constructed full investment portfolios for BMO private clients.

James graduated from the University of Wisconsin-Whitewater with a bachelor’s degree in Finance, with an emphasis on Investment Management and Strategy.