James Patrick Fields
Miembro del Comité de Inversión en Financial Counselors, Inc. .
Perfil
Mr. James P.
Fields, CFA MBA, is a Senior Vice President & Portfolio Manager at Financial Counselors, Inc. He has over 30 years of experience managing fixed income portfolios for institutions and clients of bank trust departments, as well as municipal bond portfolios for high net worth individuals.
He is a Fixed income portfolio manager for FCI’s Trust Investment Solutions and member of the Fixed Income Investment Committee.
He joined FCI in 2009 from Wright Investors Service, where he served as a senior vice president and portfolio manager.
Mr. Fields received his BA from Fairfield University and an MBA in Finance from Pace University.
He is a Chartered Financial Analyst.
Cargos activos de James Patrick Fields
Empresas | Cargo | Inicio |
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Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Miembro del Comité de Inversión | 01/06/2009 |
Antiguos cargos conocidos de James Patrick Fields.
Empresas | Cargo | Fin |
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Wright Investors' Service, Inc.
Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Gestor de Cartera-Acciones | 01/01/1996 |
Formación de James Patrick Fields.
Fairfield University | Undergraduate Degree |
Pace University | Masters Business Admin |
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Empresas privadas | 2 |
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Wright Investors' Service, Inc.
Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Finance |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Finance |
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