Senior Portfolio Strategist
Current
May 2024 - Present
AeroLeads people directory · profile
James Messner, Cfa, Frm Email & Phone Number
Senior Portfolio Strategist
at
Kennedy Investment Group
2 work emails found
@glenmede.com
1 phone found area 215
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Portfolio Strategist
Location
Woodbury, New Jersey, United States
Company size
Who is James Messner, Cfa, Frm? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
James Messner, Cfa, Frm is listed as Senior Portfolio Strategist at Kennedy Investment Group, a company with 10 employees, based in Woodbury, New Jersey, United States. AeroLeads shows a work email signal at glenmede.com, phone signal with area code 215, and a matched LinkedIn profile for James Messner, Cfa, Frm.
James Messner, Cfa, Frm previously worked as Research Analyst at Glenmede Investment Management and FX Options and Hybrids Trade Support at Jpmorgan Chase & Co.. James Messner, Cfa, Frm holds Bs, Finance from Rutgers University - Camden.
Company email context
Email format at Kennedy Investment Group
This section adds company-level context without repeating James Messner, Cfa, Frm's masked contact details.
*@glenmede.com
71% confidence
AeroLeads found 2 current-domain work email signals for James Messner, Cfa, Frm. Compare company email patterns before reaching out.
Profile bio
About James Messner, Cfa, Frm
Research Analyst at Glenmede Investment Management - Derivatives
Listed skills include Portfolio Management, Investments, Financial Analysis, Equities, and 8 others.
Current workplace
James Messner, Cfa, Frm's current company
Company context helps verify the profile and gives searchers a useful next step.
Kennedy Investment Group
9 roles
James Messner, Cfa, Frm work experience
A career timeline built from the work history available for this profile.
Research Analyst
Nov 2013 - May 2024
Fx Options And Hybrids Trade Support
Jul 2013 - Nov 2013
Institutional Fx Client Service
Jan 2013 - Jul 2013
Fx Option Settlements
Jul 2011 - Jan 2013
Consultant - Equity Regulatory Reporting
Jp Morgan Chase & Co
Sep 2010 - Jul 2011
Finance Manager
Sep 2009 - Sep 2010
Portfolio Management Intern
Glenmede Trust Company
Jun 2009 - Aug 2009
Investment Advisory Intern
Kennedy Investment Group
Mar 2006 - May 2006
Team & coworkers
Colleagues at Kennedy Investment Group
Other employees you can reach at kennedyinvestmentgroup.com. View company contacts for 10 employees →
GD
Gene Donato
Colleague at Kennedy Investment GroupGreater Philadelphia, United States
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MS
Margaret Slivinski
Colleague at Kennedy Investment GroupThorofare, New Jersey, United States, United States
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HS
Henry Schroeder Cfp®
Colleague at Kennedy Investment GroupGreater Philadelphia, United States
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AR
Alexandra Rao
Colleague at Kennedy Investment GroupGreater Philadelphia, United States
View →
Gene Donato
Colleague at Kennedy Investment GroupGreater Philadelphia, United States
View →
MS
Margaret Slivinski
Colleague at Kennedy Investment GroupThorofare, New Jersey, United States, United States
View →
HS
Henry Schroeder Cfp®
Colleague at Kennedy Investment GroupGreater Philadelphia, United States
View →
AR
Alexandra Rao
Colleague at Kennedy Investment GroupGreater Philadelphia, United States
View →
4 education records
James Messner, Cfa, Frm education
Bs, Finance
Management
Cfa
Cfa Institute
Education record
Deptford High School
FAQ
Frequently asked questions about James Messner, Cfa, Frm
Quick answers generated from the profile data available on this page.
What company does James Messner, Cfa, Frm work for?
James Messner, Cfa, Frm works for Kennedy Investment Group.
What is James Messner, Cfa, Frm's role at Kennedy Investment Group?
James Messner, Cfa, Frm is listed as Senior Portfolio Strategist at Kennedy Investment Group.
What is James Messner, Cfa, Frm's email address?
AeroLeads has found 2 work email signals at @glenmede.com for James Messner, Cfa, Frm at Kennedy Investment Group.
What is James Messner, Cfa, Frm's phone number?
AeroLeads has found 1 phone signal(s) with area code 215 for James Messner, Cfa, Frm at Kennedy Investment Group.
Where is James Messner, Cfa, Frm based?
James Messner, Cfa, Frm is based in Woodbury, New Jersey, United States while working with Kennedy Investment Group.
What companies has James Messner, Cfa, Frm worked for?
James Messner, Cfa, Frm has worked for Kennedy Investment Group, Glenmede Investment Management, Jpmorgan Chase & Co., Jpmorgan Chase, and Jp Morgan Chase & Co.
Who are James Messner, Cfa, Frm's colleagues at Kennedy Investment Group?
James Messner, Cfa, Frm's colleagues at Kennedy Investment Group include Gene Donato, Margaret Slivinski, Henry Schroeder Cfp®, and Alexandra Rao.
How can I contact James Messner, Cfa, Frm?
You can use AeroLeads to view verified contact signals for James Messner, Cfa, Frm at Kennedy Investment Group, including work email, phone, and LinkedIn data when available.
What schools did James Messner, Cfa, Frm attend?
James Messner, Cfa, Frm holds Bs, Finance from Rutgers University - Camden.
What skills is James Messner, Cfa, Frm known for?
James Messner, Cfa, Frm is listed with skills including Portfolio Management, Investments, Financial Analysis, Equities, Microsoft Excel, Financial Modeling, Options, and Derivatives.
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