Jim is an assistant portfolio manager and analyst on Chartwell’s Fixed Income Investment team. At Chartwell, Jim focuses on trading the front-end and intermediate parts of the credit curve for the Investment Grade Fixed Income portfolios. Jim has been with Chartwell since 2010. Prior to joining Chartwell, Jim was a financial consultant for RBC Wealth Management.
Education:
- B.S. in finance from Loyola College of Maryland
- MBA in business administration and finance from Saint Joseph’s University