- Portfolio Analyst
James has nearly a decade of industry experience, focused on portfolio analytics and oversight, client relationship management, and operations. His background includes cultivating client relationships, collaboration with advisors and portfolio managers across equity and fixed income strategies, performance analysis, client reporting, facilitating quarterly and annual review meetings, and supporting compliance and operational due diligence.
As a Portfolio Analyst at Sendero®, James supports the Portfolio Management team through portfolio analysis, performance reporting, and ongoing monitoring of investment strategies. He brings a strong analytical background and a client-focused perspective to his work, helping ensure portfolios remain aligned with long-term objectives while considering historical trends and market conditions.
James earned a Bachelor of Arts in Economics with a specialization in Law and Economics from West Texas A&M University. He holds the FINRA Securities Industry Essentials (SIE), Series 7, and Series 63 licenses.