James Solloway
Senior Portfolio Strategist at SEI Investments
- Role
- Managing Director, Senior Portfolio Strategist at SEI
- Location
- Princeton Junction, NJ, US
- LinkedIn followers
- 500 followers
About James Solloway
Extensive experience and an established record of positive results within the financial…
Experience
Managing Director, Senior Portfolio Strategist
Jan 2009 — Present
Responsible for guiding the strategic and dynamic asset allocation process. Act as a thought leader, formulating and expressing the Company’s views on markets, assets and investment strategies. Member of the Interest Rate Committee. My team\'s mutual fund earned a Lipper Fund Award for 2016 as the best U.S. Alternative Global Macro Fund over the past three and five years.
Education
Columbia University
B.A., cum laude
NYU Stern School of Business
MBA
Skills
- Series 63
- Management
- Fund of Funds
- Strategy
- Financial Services
- Investment Advisory
- Fixed Income
- Investment Strategies
- Hedge Funds
- Analytics
- Leadership
- Portfolio Management
- Series 7
- Etfs
- Private Equity
- Investment Management
- Capital Markets
- Investments
- Asset Managment
- Options
- Asset Management
- Corporate Finance
- Research
- Asset Allocation
- Equity Valuation
- Valuation
- Equities
- Mutual Funds
- Investment Banking
- Securities
- Bloomberg
- Derivatives
- Trading
- Alternative Investments
- Financial Modeling
- Equity Research
- Institutional Investments
- Financial Analysis
- Wealth Management
- Financial Markets
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