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biography
Jim is the lead portfolio manager of the strategy and a senior research analyst on Mellon Investments’ Global Equity team, primarily focused on the International Equity and International Small Cap Equity strategies.
He is responsible for research coverage of the non-U.S. health care, utilities, 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 B.A. in economics from Syracuse University, holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Boston Security Analysts Society