James Okamura Email & Phone Number
Senior Managing Director @ Fi-Tek
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
James Okamura Location
- Edison, NJ, US
James Okamura Work
- 2023 -now Senior Managing Director @
- 2015 -2023 President and Chief Investment Officer @
- 2014 -2023 Chief Investment Officer @
- 2012 -2014 Chief Investment Officer @ Morgan Stanley Private Bank, NA
- 1997 -2012 Executive Director @
- 2007 -2009 Director Portfolio Manager @
- 1999 -2006 Director, Portfolio Manager @
- 1992 -1997 Portfolio Manager @ Merrill Lynch Trust Company
- 1989 -1992 Portfolio Mgr @
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.
Looking for a different James Okamura?
Find contact details for 700 million professionals.
Others Named James Okamura
Jim Okamura
Partner
Chicago, IL, US
Top Fi-Tek Employees
Kevin Fisher
Senior Managing Director
New York, United States
Ramsey El-Fakir
CIO and CTO and CISO
Edison, NJ, US
Tony Mitchell
Managing Director
Edison, NJ, 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
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co