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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.
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.
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.Learn More