angle-left null James D. Kaniclides, CFA

James D. Kaniclides, CFA

Senior Portfolio Manager

  • 22 Years with the firm
  • 26 Years of industry experience

Jim is a senior portfolio manager and strategist responsible for our insurance strategies. Prior to joining the firm in 1998, Jim was a research analyst in the Treasury Group at Citizens Bank. He also worked at the Federal Reserve where he specialized in reviewing asset/liability management and capital markets activities at banks and bank holding companies.

Jim has an MBA from Northeastern University and a BA in finance from Ohio University. He also holds the CFA® designation.

Experience listed may include partial year periods.