James Upton

James Upton Email and Phone Number

Managing Director, Morgan Stanley Investment Management @ Morgan Stanley
new york, new york, united states
James Upton's Location
New York, New York, United States, United States
James Upton's Contact Details

James Upton work email

James Upton personal email

n/a
About James Upton

International investment management executive with extensive experience managing senior institutional client relationships and developing new business across the United States, Europe, Asia, the Middle East and Latin America. Deep knowledge of Emerging Markets with a background in global macro and corporate analysis and extensive travel in more than 50 countries. Published research and launched innovative investment strategies. Engaging partner and inspiring leader, fostering collaboration across investment, research and sales teams. Effective communicator, conveying complex ideas succinctly as a writer and public speaker at conferences globally and on television. Competencies include fluency in Spanish and strong skills in Portuguese, Italian and German.

James Upton's Current Company Details
Morgan Stanley

Morgan Stanley

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Managing Director, Morgan Stanley Investment Management
new york, new york, united states
Website:
morganstanley.com
Employees:
78669
James Upton Work Experience Details
  • Morgan Stanley
    Managing Director
    Morgan Stanley Dec 2006 - Present
    New York
    Client Portfolio Manager/Chief Strategic Officer for Emerging Markets Equity teamResponsibilities and experience have included: managing relationships with top-tier institutional clients globally; collaborating with senior portfolio managers and macro-thematic team in creating new strategies/funds and improving existing investment processes; partnering with Sales and Consultant Relations teams to have won critical separately managed accounts and raised fund assets for our various EM strategies in the US, Europe, Asia Pacific and Latin America; speaker at conferences globally
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  • Northern Trust Corporation
    Senior Vice President
    Northern Trust Corporation May 2006 - Dec 2006
    New York
    Senior Investment Strategist on Global Quantitative Management team, publishing comprehensive research on Emerging Markets investing, speaking at conferences and collaborating with portfolio managers to improve investment processes and raise assets
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  • Ecd Insight Ltd
    Management Consultant
    Ecd Insight Ltd Nov 2002 - Apr 2006
    New York
    Led management consulting projects with senior-level clients at investment banks, investment management firms and multinational corporations on: strategic planning; launching new publications and improving communication strategies with investors, sales teams and the media
  • Credit Suisse
    Director
    Credit Suisse Apr 1996 - Jun 2002
    New York, São Paulo, London
    Global Equity Strategist (2001-2002) as member of Andrew Garthwaite teamLatin America Equity Strategist (1996-2001)• Analyzed Latin American macroeconomic, political and corporate developments—involving frequent research travel throughout the region meeting with senior government and corporate leaders—to publish research and recommend model portfolio and stock strategy• Frequent guest speaker at The Conference Board and Council of the Americas; commentator on CNBC, CNN-FN, PBS; quoted in publications including The Wall Street Journal and The New York Times• Recognition included First Place in Latin Finance Predictor 1999 Annual Awards
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James Upton Education Details

Frequently Asked Questions about James Upton

What company does James Upton work for?

James Upton works for Morgan Stanley

What is James Upton's role at the current company?

James Upton's current role is Managing Director, Morgan Stanley Investment Management.

What is James Upton's email address?

James Upton's email address is ja****@****ley.com

What schools did James Upton attend?

James Upton attended Johns Hopkins School Of Advanced International Studies (Sais), Middlebury College.

Who are James Upton's colleagues?

James Upton's colleagues are Harsh Ajmera, Bill Fraser, Ellie Kenney, Efa Meadows, Alison Shira, Sara Henderson-Kemp, Shafique Shaikh.

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