Investment Executive with extensive experience in global fixed income investment strategy and portfolio management. Seasoned Investment Strategist providing tactical and strategic recommendations, from both a top-down macro and bottom-up portfolio perspective, to Institutional, RIA, retail, and ...
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Investment Executive with extensive experience in global fixed income investment strategy and portfolio management. Seasoned Investment Strategist providing tactical and strategic recommendations, from both a top-down macro and bottom-up portfolio perspective, to Institutional, RIA, retail, and high net worth clients. Adept at connecting client specific investment goals with existing relative value opportunities. Seasoned Portfolio Manager, with experience in both multi-sector and single sector strategies, and a strong performance track record on institutional mandates.
A strategic thinker with a focus on working within teams to ensure a balanced investment approach. Skilled at taking complex investment themes and concepts and presenting in a simple, yet effective, manner to any external client. Coordinate with internal sales, portfolio managers, and product development teams to not only service existing relationships, but also to help position investments to new clients and raise existing AUM.
Contact Email: james.r.meyers@gmail.com
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