James has over 25+ years in the financial services industry, beginning first with equity and option trading in the late 1990s, and for the past 18+ years focused on all niche aspects of fixed income portfolios and analysis. During this time James has worked with both independent advisors and RIA's to help customize client portfolio solutions, provide timely market commentary, analyze appropriate swap scenarios, and effectively manage risk in an ever changing financial landscape.
James graduated from the University of Idaho with a B.S. in Finance and holds a master’s degree certificate from Regis University in Networking Technologies. Outside of work he enjoys travelling, wine tasting, and golfing with his wife Emma.