Jim is the lead portfolio manager of the Global Infrastructure Dividend Focus Equity and Global Healthcare REIT strategies and a senior research analyst on the Global Equity team, primarily focused on the International Equity and International Small Cap Equity strategies. He is responsible for research coverage of the non-US Health Care, Utilities, Information Technology and Telecommunication Services sectors, in addition to assisting in the development and enhancement of the team's quantitative stock selection models. Before joining the firm, Jim served as a fixed income business analyst at Wellington Management Co. Jim received a BA in economics from Syracuse University, holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.
Years at firm may include tenure at The Bank of New York Mellon Corporation affiliates. Experience listed may include partial year periods.