James Macey, CFA, CAIA

Portfolio Strategy Group

Senior Investment Strategist

 

James is responsible for outcome-oriented investment solutions, risk management, portfolio construction, manager due diligence and macroeconomic research.

He previously served as Director of Multi-Asset Portfolio Management at Foresters Financial where he had responsibility for the firm’s fee-based wrap advisory program, asset allocation and manager selection.

James holds a Master in Science, Astrophysics (Honors) from University College London and has 20 years of industry experience.