James Powell Email & Phone Number
Senior Vice President, Trust Officer and Portfolio Manager @ Van Liew Trust Company
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James Powell Location
- Providence, RI, US
James Powell Work
- Senior Vice President, Trust Officer and Portfolio Manager @ (June 2018 - Present)
- Investment Product Specialist @ (September 2015 - June 2018)
- Vice President, Relationship Manager, Pyramis Global Advisors @ (June 2012 - October 2014)
- Vice President, Branch Manager @ (August 2008 - May 2012)
- Senior Director, Corporate Finance @ (August 2005 - July 2008)
- Consultant @ (July 2001 - August 2003)
- Infantry Officer @ (January 1990 - January 1999)
James Powell Education
- University of Rochester - Simon Business School
MBA (Finance and Corporate Accounting)
- St. Lawrence University
BS (Psychology and History)
James Powell Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Business Development
- Business Relationship Management
- CAIA
- Certified Financial Planner
- Chartered Alternative Investment Analyst (CAIA)
- Chartered Financial Analyst
- Consultant Relations
- Corporate Finance
- Data Science
- Dynamic Asset Allocation
- Emerging Markets
- Endowments
- Entrepreneurship
- Equities
- Finance
- Financial Modeling
- Financial Services
- Fixed Income
- Foundations
- Hedge Funds
- Institutional Sales
- International Business
- Investment Management
- Investments
- LDI
- Leadership
- Management
- Marketing
- OCIO
- Operations Management
- Pensions
- Personal Trust Administration
- Portfolio Management
- R
- Risk Management
- Sales Management
- Securities
- Structured Finance
- Team Building
- Trust Management
- Trust Services
- Valuation
- Wealth Management Services
James Powell Summary
- James Powell, based in Providence, RI, US, is currently a Senior Vice President, Trust Officer and Portfolio Manager at Van Liew Trust Company. James Powell brings experience from previous roles at Ironwood Investment Management, LLC and Fidelity Investments. James Powell holds a MBA in Finance and Corporate Accounting @ University of Rochester - Simon Business School. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Business Development, Business Relationship Management and more. James Powell has 3 emails and 3 mobile phone numbers on RocketReach.
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