James is a managing director and a senior research analyst, covering the Financials and Energy sectors. Prior to joining The Boston Company in 2005, he was a senior equity research analyst at State Street Global Advisors, specializing in U.S. and international financial-service companies. Earlier in his career, James was an assistant portfolio manager and a senior research analyst covering the energy and financials sectors at Harbor Capital Management. Additional investment experience includes co-portfolio manager duties of the John Hancock Special Opportunities Fund and the John Hancock Financial Industries Fund. As a financial-services analyst at John Hancock, he received three years of detailed income statement and balance sheet analysis training from a former FDIC bank examiner. James received a master's degree in finance from Boston College and graduated magna cum laude from Colgate University with a B.A. in economics and history. He holds the Chartered Financial Analyst® designation.
