Securities Trading & Assistant Portfolio Manager
Telephone: 800-858-6127 ext. 5981
E-mail: Click here to e-mail me
James Carey is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional with eight years of financial services experience. James assists with all aspects of the Trust Investment Committee's research, monitoring, and due diligence functions, macro-economic analysis, and multi-asset strategy positioning. He also oversees the securities trading function of the firm.
James holds a B.S. degree in Business Economics from the University of Louisville and an MBA from Indiana University.