James serves as the Investment Analyst closely monitoring the assets managed by the firm to provide research, analysis, and trade support for the portfolio management team.
He received his BBA from Davenport University with a focus in Management. While at Davenport, James was a member of the Men’s Lacrosse team. He was a captain his junior and senior years as well as a two-time All-American and three-time All-Conference athlete.
Prior to joining the Innovia team, James worked as a Trading Specialist for five years at an RIA/BD in Grand Rapids. It was during this time he developed a passion for capital markets and the ability to navigate them effectively. James has his Series 66, Series 7, Series 99 and is preparing for the CFA Level I exam.