James Kaniclides, CFA

Senior Portfolio Manager and Fixed Income Strategist

Jim is a Senior Portfolio Manager and Fixed Income Strategist responsible for managing high grade multi-sector fixed income portfolios for insurance clients. Jim is also a Co Chairman of the Crossover Investment Committee that seeks to optimize returns for tax sensitive clients. He joined the company in 1998 from Citizens Bank, where he conducted quantitative research in the Treasury Group and managed the Bank's liquidity positions. Prior to that Jim was a Bank Examiner at the Federal Reserve Bank of Boston, where he specialized in reviewing asset/liability management and capital markets activities of 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 22 years of investment experience.

Research & Insights
by James Kaniclides, CFA


A Solution for Yield-Starved Insurance Companies: Dividend Equities

A Solution for Yield-Starved Insurance Companies: Dividend Equities


James Kaniclides, CFA