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James Battmer

Chief Economist & Lead Portfolio Analyst

James functions as a lead investment strategist and chairs the firm’s Investment Policy and Investment Allocation Committees. His responsibilities include investment strategy oversight and writing all firm related economic commentaries and market strategy pieces. Prior to serving in his current role, James worked as an analyst at Morgan Stanley and as a fixed income portfolio manager for UMB.

James earned his Masters Degree in Economics and Economic History from the London School of Economics and Political Science. He obtained his Bachelor of Arts degree from the University of Montana.

To view James Battmer’s FINRA BrokerCheck, click here