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.
EducationJames earned a bachelor's degree in Finance from Michigan State University.
Professional Experience & Areas of FocusJames 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®)