James Milroy, CFA, CAIA

James is a Product Manager at Easterly, responsible for mutual fund business development and marketing.

Prior to joining Easterly, James was a Consultant at Syntrinsic Investment Counsel, where he advised institutional and high net worth clients presenting regular updates on investment performance, allocation and capital markets. He was also involved in the determination of investment objectives and the establishment of investment policy. Prior to that, James held roles in private wealth management, M&A and mutual fund operations. James earned his B.A.(Honours) in Sociology from Queen’s University in Canada and holds his FINRA Series 7 and 63. He is a CFA charterholder and is a member of the CFA Institute and the CFA Society Colorado. He is also a CAIA charterholder and member of the CAIA Association.