James joined JM Finn in 2015 and worked in the Research Department as an equity analyst. After completing the CFA qualification and having gained valuable experience in stock picking, James is now the fund manager of the CSI service portfolios. He is a keen sportsman with a particular interest in cricket, golf and rugby. Whilst growing up James played cricket to a very competitive level, representing Nottinghamshire at various age groups and still enjoys taking the field for the Free Foresters Cricket Club or for JM Finn in the Stockbrokers Cup.
James was included in Citywire Wealth Manager’s Top 30 under 30, their annual list of high achieving future leaders in 2020 and 2021.
There have only been six occasions since the index launched when the S&P 500 has fallen by 7.5% in one month and regained at least the same amount the month after.