James is a senior relationship manager who coordinates delivery of products and services to clients in the Central region. His key responsibilities include maintaining close working relationships with existing clients, managing portfolios in accordance with the investment policy statement, providing recommendations for strategic and tactical changes in allocation based on each client?s unique needs, and supporting the development of new business opportunities. Prior to joining the firm in 2012, James spent seven years at KeyBank as an interest rate and commodity derivatives senior trader and as a senior member of the Foreign Exchange and International Trade sales team. He also served as a trading associate at TransMarket Group in Chicago, Ill. James earned a Bachelor of Business Administration degree in finance, as well as a Master of Science degree from Kent State University. He holds the Chartered Financial Analyst designation and is a member of CFA Institute. In addition, he previously served as president of the Cleveland CFA Society.