Bachelor of Science in economics – University of Pennsylvania, Wharton School of Business
As a Financial Analyst at SYM, James performs investment committee research at the direction of the CIO. He has a special knack for approaching problems in a methodical and diligent way, and brings this attribute to his work. The thing he loves most about his job is diving deep into financial data and research, knowing that it will ultimately help clients to lead more fulfilling and financially stable lives.
SCUBA diving and fishing
JAMES’S WORDS TO LIVE BY
“Well done is better than well said.” – Benjamin Franklin
One up on Wall Street by Peter Lynch
Winona Lake, IN