James Okamura Email & Phone Number
Senior Managing Director @ Fi-Tek
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James Okamura Location
- Edison, NJ, US
James Okamura Work
- Senior Managing Director @ (October 2023 - Present)
- President and Chief Investment Officer @ (June 2015 - October 2023)
- Chief Investment Officer @ (January 2014 - October 2023)
- Chief Investment Officer @ Morgan Stanley Private Bank, NA (April 2012 - June 2014)
- Executive Director @ (February 1997 - May 2012)
- Director Portfolio Manager @ (June 2007 - January 2009)
- Director, Portfolio Manager @ (January 1999 - January 2006)
- Portfolio Manager @ Merrill Lynch Trust Company (January 1992 - January 1997)
- Portfolio Mgr @ (July 1989 - January 1992)
James Okamura Education
- Montclair State University
BA (Finance)
1985-1989
James Okamura Skills
- Chartered Financial Analyst
- Certified Financial Planner
- Accredited Wealth Management Advisor
- Investments
- High Net Worth Individuals
- Separately Managed Accounts
- Investment Strategies
- Asset Allocation
- Portfolios
- Managed Accounts
- Series 7
- SMA
- Series 24
- Series 66
- Wealth Management
- Trust Services
- Portfolio Management
- Asset Management
- Uniform Combined State Law
- Alternative Investments
- Private Banking
- Wealth Management Services
- Hedge Funds
- Mutual Funds
- Asset Managment
- Estate Planning
- Investment Advisory
- Managing Accounts
- Investment Management
- Equities
- Services
- Customer Service
- Financial Services
- Sales
- Financial Modeling
- Trusts
- Microsoft Excel
- Management
- Microsoft Office
James Okamura Summary
- James Okamura, based in Edison, NJ, US, is currently a Senior Managing Director at Fi-Tek. James Okamura brings experience from previous roles at First State Trust Company, Morgan Stanley Private Bank, NA and Morgan Stanley Smith Barney. James Okamura holds a 1985 - 1989 BA in Finance @ Montclair State University. With a robust skill set that includes Chartered Financial Analyst, Certified Financial Planner, Accredited Wealth Management Advisor, Investments, High Net Worth Individuals and more. James Okamura has 4 emails and 2 mobile phone numbers on RocketReach.
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Top Fi-Tek Employees
James Okamura
Senior Managing Director
Edison, NJ, US
Kevin Fisher
Senior Managing Director
New York, United States
Ramsey El-Fakir
CIO and CTO and CISO
Edison, NJ, US
Kaitlyn Gustafson
Director of Project Management
Stamford, CT, US
Subir Chatterjee
CEO and Founder
Edison, NJ, US
Frank Judisch
Managing Director
Naples, FL, US
Danielle Gogan
Director, Wealth Management Solutions
Edison, NJ, US
Danielle Gutter
Vice President, Professional Services
Charlotte, NC, US
Stuart Hendry
Head of Strategic Initiatives
Stamford, CT, US
Santanu Sarkar
Vice President
East Brunswick, NJ, US
Srikumar Sinha
VP Operations
Edison, NJ, US
Anup Saha
Senior Vice President, GWES Data Architect and Product Manager
East Brunswick, NJ, US
Tony Mitchell
Managing Director
Edison, NJ, US
Suvo Chatterjee
SVP of Product and Technology
New York, NY, US
Kevin Andree
Vice President Network and Security
Trenton, NJ, US
Debjyoti Bose
VP IT Infrastructure
Kolkata, WB, IN
Mark Cancellieri
Vice President of Finance and Accounting
Edison, NJ, US
James Plaisted
Head of Legal
Glen Ridge, NJ, US
Doren Thangjam
VP - Solutions consulting
Edison, NJ, US
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