Experience and Education

James is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports, and conducting trustee education on a wide range of investment topics. He also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. James acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and Plan issues as they arise. James may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining Mariner Institutional, James was a consultant at AndCo, an investment consulting firm that was acquired by Mariner. While here, he focused on client service, investment policy development, asset allocation strategy and manager structure implementation as well as plan monitoring, evaluation and advisement.

Personal Interests

Away from the office, James enjoys spending time with his family. James is an animal lover and has philanthropic involvement in animal non-profits.