Bio
Analyst, Private Client Services, City National Bank, Beverly Hills.James created asset allocation strategies and investment policy guidelines for affluent individuals and families. One of his key innovations was the design of spreadsheet-based models to project clients' investment and liability scenarios. -Portfolio Accounting Manager, LPL Financial.In this role, James trained new employees on IRS regulations while managing the daily reconciliation of cost-basis information for over 100,000 advisory accounts. -Equity Trader, Worldwide Investments Corp.He began his investment management career with this La Jolla-based hedge fund. B.A., Political Science, California State University, San Marcos, M.B.A., Finance, University of California, Irvine and Chartered Financial Analyst.
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