As a Managing Director and Regional Investment Executive for U.S. Trust, Jim leads a team providing investment management services to institutional philanthropic prospects and clients, developing portfolio strategies through development of investment policy, portfolio construction, implementation, and risk management.� Jim also directly manages the investment activity of several large institutional and family relationships. He serves as the Chairman of the Bank of America Proxy Committee, a sub-committee of the Fiduciary Investment Committee of the Bank.Previously, Jim was a Regional Investment Executive responsible for the oversight the investment management activities of the Private Bank in the Greater Tri-State Region of U.S. Trust, which includes New Jersey, Pennsylvania, Upstate New York and Delaware.� He led of team of investment professionals managing over $8 billion in assets for high net worth individuals, families, and institutions.Jim has held various roles at U.S. Trust and its predecessor firms, including Investment Team Leader for UNY and Market Executive for Western New York. �Jim joined Bank of America in 2002 as a Portfolio Manager in Private Advisory Services.� Prior to that, he held similar positions at HSBC & M&T Bank.�He received his MBA from Canisius College in Buffalo, NY, where he currently serves on the Wehle School of Business Advisory Council. He received his BA in Business Administration at the State University College at Buffalo and an Associate Degree in Banking from Hilbert College. He has participated in a number of executive education programs focused on portfolio management and investments including programs at Stanford University, the Wharton School of Business, and the American Bankers Association.In addition to serving on the Business Advisory Council at Canisius College, he serves as a director to the Buffalo Renaissance Foundation, is seated on the Hilbert College Board of Trustees, and is a member of the Economic Club of New York.�
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