James consults MOSAIC on portfolio management and investment manager selection.
James serves as Portfolio Manager and Senior Research Analyst at Accuvest Global Advisors. His focus is portfolio construction and investment strategy research and development. Before joining AGA, James was a co-portfolio manager for Ascentia Capital Partners and the Alternative Strategies Mutual Fund. James obtained Bachelor of Science Degrees in Finance and Economics from the University of Nevada, Reno. James has over ten years of investment management experience. He holds a Chartered Financial Analyst designation (CFA) and is NASAA Series 65 certified.