James Botsko Portfolio Manager Western Michigan Private Bank Team

As Portfolio Manager, James Botsko assists in the development of your personal investment policy guidelines. James makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.

Education

James earned a bachelor's degree from Calvin College in Grand Rapids and holds his Michigan Provisional Teaching Certificate in History and English.

Professional Experience & Areas of Focus

James is a Portfolio Manager for Fifth Third Institutional Services. He has over 10 years of industry experience and has worked in the Investment Advisors division since joining the Bank in 2005. James manages client portfolios as well as providing retirement plan investment consultation for companies. James earned the Certified Financial Planner professional designation in 2015.

Licenses & Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Personal & Community Participation

James and his family live in West Michigan, and James is an active community volunteer, serving at multiple organizations throughout the greater Grand Rapids area. He annually works as a volunteer for the 5/3 Riverbank Run as well. James enjoys spending time with his wife and three children, enjoying the Michigan outdoors and experiencing adventures together. When weather is less forgiving and time allows for it, James will be found reading a classic novel or delving into history.