James Ward Senior Portfolio Manager Western Michigan Private Bank Team

As Portfolio Manager, James Ward 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 in Finance from Michigan State University.

Professional Experience & Areas of Focus

James serves as Vice President and Senior Portfolio Manager for Fifth Third Private Bank, where he helps affluent clients establish financial goals, create investment strategies, and manage financial market risk. He joined Fifth Third Private Bank in 1997 and his career includes more than 28 years of investment management experience.

Licenses & Professional Designations

  • Chartered Alternative Investment Analyst (CAIA)
  • Chartered Financial Analyst (CFA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Personal & Community Participation

James and his family live in East Grand Rapids, Michigan. James is a member of the West Michigan CFA Society and past President of the CFA Society of Toledo. James enjoys spending time with his son and daughter and when time permits he also enjoys golfing and other outdoor activities.