James Maze, Cfa Email & Phone Number

Investment Management Professional, Chartered Financial Analyst (CFA) charter holder with vast array of portfolio management and investment advisory experience serving a broad range of High Net Worth, Institutional and Trust clients. Expertise in developing strong relationships with clients and prospects, building confidence and trust, while carefully navigating volatility within the capital markets.Experienced in all aspects of Portfolio Management including Asset Allocation, Portfolio Construction, Model Portfolios, Customization, Separately Managed Accounts, Investment Policy, Mutual Funds, ETF's, Investment Grade Bonds, Municipals, Alternative Investments, and Derivative Strategies associated with concentrated holdings. Perform Portfolio Rebalancing, Tax-Loss Harvesting, Mutual Fund and Manager Due Diligence and Proxy Voting.Communication and analysis of Investment Performance, Economic and Market Forecasts, and Strategic and Tactical biases.• Alternative Investments• Asset Allocation• Asset Management• Business Development• Capital Markets Strategy• CFA• Client Relations• Communications• Compliance• Derivatives• Due Diligence• Economic Research• Equity Research• Fixed Income Investing• Investment Advisor Research• Investment Policy Statements• Leadership• Market Strategy• Options• Performance Attribution Analysis• Portfolio Management• Presentations• Problem Solving• Prospecting• Relationship Management• Risk Management• Risk Mitigation• Sales • Securities• Structured Notes• Tax Loss Harvesting

Listed skills include Wealth Management, Portfolio Management, Investment Advisory, Fixed Income, and 43 others.

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  Rutgers University

  Economics