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(616) 653-5454(616) 653-5454

Fifth Third Private Bank James Ward

Senior Portfolio Manager

By appointment

About James

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 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.
Personal Background
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.
James earned a bachelor's degree in Finance from Michigan State University.
  • CAIA
  • CFP®
  • CFA
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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.
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