James D. Kaniclides, CFA
Senior Portfolio Manager
- 21 Years with the firm
- 25 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.