Securities Trading & Assistant Portfolio Manager
Telephone: 800-858-6127 ext. 5981
E-mail: Click here to e-mail me
James Carey joined New Covenant Trust Company in December 2017 and is a CERTIFIED FINANCIAL PLANNER ™ professional with six years of financial services experience. James will help with portfolio management, asset allocation strategies, securities trading, and settlement. He will also assist with investment research and due diligence, as well as monitoring developments in the capital markets.
James holds a Bachelor of Science degree in Business Economics from the University of Louisville. He expects to complete his MBA in August and is a Level II candidate in the CFA Program.