James is Co-Chief Investment Officer and a partner of the firm.
He has more than two decades of experience in capital markets, security analysis, due diligence, banking, and investment research. He joined the predecessor firm in 2003 and was instrumental in developing its alternative assets investment program and research functions, including the firm’s internal, proprietary quantitative analysis technology.
Previously, James was with the Federal Reserve Bank of Philadelphia where he assessed asset backed securities, emerging transactions, and payment system risk and economics. Prior to joining the Federal Reserve, he developed partnership accounting and trade order management solutions, and led the group that implemented risk management methodology and portfolio analytics for Bank of America’s hedge fund clients. Previously, he was a member of the Financial Engineering team of the Global Principal Finance group at UBS. He structured securitized credit products and implemented daily hedging and financing transactions for the group’s global portfolios. He began his financial career on the Global Equity Program Trading desk at Salomon Brothers as a quantitative analyst.
James graduated from the University of Pennsylvania with honors, earning two degrees: a B.A. in Philosophy and a B.S. in Economics from the Wharton School. He was a Joseph Wharton Scholar and a three-time letter winner in varsity lightweight crew. He earned an MBA in Finance with distinction from the Yale School of Management where he helped to teach several courses in finance, statistics, and game theory as an assistant for renowned university faculty. James was on the United States team at the World Championships in orienteering for four consecutive years. He founded the endowment for the United States Orienteering Federation and has served on several non-profit boards, including the Mid-Atlantic Hedge Fund Association (MAHFA) and the Endowment Board of the Union League of Philadelphia.