Experience 25 Years
Jim is a member of the emerging markets investment team responsible for research coverage for the Materials and Energy sectors and specific industries within the Consumer Discretionary sector. He is a member of the firm’s Investment and ESG Committees and has been integral in developing and coordinating the firm’s ESG policies and procedures.
Jim has contributed to the team’s research effort focusing on the Materials and Energy sectors since 2005. Prior to becoming a research analyst at GW&K in 2019, Jim was an analyst at Trilogy Global Advisors where he was also responsible for emerging markets and global research coverage. Trilogy became part of GW&K in 2019. Previously he was an equity research analyst and trader at BPI Global Asset Management before it merged with Trilogy. Prior to BPI, Jim was a broker at Morgan Stanley.
Jim earned a BA in Marketing from the State University of New York at New Paltz.
I enjoy my time outside the office with much of it spent on my favorite hobbies. I am an avid photographer and I enjoy designing backyard ice hockey rinks.
We invite you to listen to our quarterly conversation with Harold Kotler, Bill Sterling, and moderator Dan Fasciano.Read Article
The nearly $18 trillion securitized assets market started 2023 strong, but rising interest rates and concerns about US banks have recently weakened this sector of the fixed income market. What’s next? We spoke with GW&K’s Senior Securitized Analyst Brendan Doucette to get his take.Read Article