Jim is a Senior Portfolio Manager and Fixed Income Strategist for the Insurance Strategies team. Jim is also a Co Chairman of the Crossover Investment Committee that seeks to optimize returns for tax sensitive clients. Jim has worked with insurance clients since joining the Firm in 1998. Prior to joining the Firm Jim was a research analyst in the Treasury Group at Citizens Bank and 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 M.B.A. from Northeastern University, a B.A. from Ohio University, holds the CFA® designation and has 23 years of investment experience.