Senior Risk Consultant
Global Risk Solutions
With BNY Mellon since 2004, Jim has helped institutional investors use risk, performance attribution and compliance tools in order to evaluate their investments on both an ex-ante and ex-post basis.
Earlier in Jim’s career, he spent three years with Merrill Lynch, working with high-net worth clients to help them meet their long-term financial goals. Jim also served as a Performance Analyst with Citigroup and as an Institutional Equity Sales Trader with the First Albany Corporation.
Jim 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 received a B.A. in Economics from the State University of New York at Geneseo.
Jim co-founded and continues to co-chair the Performance and Risk Analytic committee at the New York Society of Security Analysts. Through these efforts, he has further dedicated himself to the understanding, communication and betterment of industry best practices.