Expertise
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In the investment industry since:
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Jim is the lead portfolio manager of the strategy and Newton's Deputy Chief Investment Officer, primarily focused on the International Equity and International Small Cap Equity strategies.
He is responsible for research coverage of the non-U.S. health care, utilities, technology and telecommunication services sectors, in addition to assisting in the development and enhancement of the team’s quantitative stock-selection models.
Before joining the firm, Jim served as a fixed-income business analyst at Wellington Management Co. Jim received a B.A. in economics from Syracuse University, holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Boston Security Analysts Society.
Funds managed
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Video(s)
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Discover other talented portfolio managers
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