James is the head of Managed Volatility Strategies and a portfolio manager for risk-focused strategies at Nuveen Asset Management. As a member of the Institutional Solutions Group, James is responsible for building customized, risk managed solutions for institutional clients. These solutions range from managed-volatility strategies and overlays to liability-driven investing and plan de-risking strategies. James has also been the lead portfolio manager of Nuveen’s Intelligent Risk Portfolios® – a suite of volatility-managed, global allocation strategies – since their inception in 2009.
James began his career in investment management in 2000 and joined Nuveen Investment Solutions (formerly Richards & Tierney) as an analyst in 2006. Prior to his current role in the Institutional Solutions Group, James co-managed several traditional asset allocation strategies and option-overlay strategies. He has also held senior analyst positions at Nuveen Investment Solutions and Nuveen HydePark, where he managed the quantitative analysis underlying the firm’s asset allocation, alternative investment research and risk management methods.
James earned a B.A. in both economics and international relations from Michigan State University and an M.S. in financial mathematics from the University of Chicago. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute, the CFA Society of Chicago and the Chicago Quantitative Alliance.
Firm tenure for Nuveen Asset Management investment professionals may include years of service at predecessor advisory operations.