James is a performance analyst and provides ongoing support across the firm’s product lineup. James works closely across the portfolio management and research teams in the support of advisors, providing commentary on the underlying strategies and ensuring all client needs are met within a timely manner.
Before joining the 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. When he is not in the office, James frequents Cubs and Bears games and enjoys any time spent outdoors.