Jim Nevola has over fifteen years of financial services experience. Prior to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation he joined The Bank of New York in 2004 as a Performance Analyst. During his nine years with our organization, Jim has helped clients to use our Risk, Performance and Compliance tools to effectively measure, monitor and evaluate their investments.
Previously, Jim spent three years with Merrill Lynch as an Associate and as a Financial Consultant, working with high-net worth clients to help them meet their long-term financial goals. He also served as a Performance Analyst with Citigroup and as an Institutional Equity Sales Trader with the First Albany Corporation.
Jim received a B.A. in Economics from the John Wiley Jones School of Business, State University of New York at Geneseo. He earned a CFA Charter in 2004, a Certificate in Investment Performance Measurement (CIPM) in 2008, the Financial Risk Manager (FRM) designation in 2011 and the Chartered Alternative Investment Analyst (CAIA) designation in 2012. Jim also co-founded and continues to co-chair the Performance and Risk Analytics committee at the New York Society of Security Analysts.