Speaker Details

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Bryce James

CEO, President, and Founder

Smart Portfolios, LLC

About

Bryce James is the founder, CEO, and president of Smart Portfolios, LLC and sub-adviser to Aston Asset Management. Mr. James has more than 23 years of hands-on investment experience, most recently as a partner and founder of Shield Investment Advisors, a fixed-income fund of hedge funds. Prior to Shield, he was a senior vice president with Morgan Stanley. Mr. James spent most of his career as a portfolio manager. He specializes in building custom-trading algorithms, financial-content delivery systems, and performance-measurement software solutions. From 1983 to 2000, Mr. James compiled a stellar record as a fee-based portfolio manager and consulted to corporations, trusts, retirement plans, ESOP's, and high-net-worth individuals. He created the investment-consulting model for brokerage Drexel Burnham Lambert in 1984. Mr. James has been a principal and senior officer in several start-up companies in addition to founding Seattle's premier angel investment community, a non-profit organization called Investment Forum. He received a Certified Investment Management Analyst designation from The Wharton School of the University of Pennsylvania in 1992. Mr. James also holds a BS in accounting, finance, and marketing from Central Washington University.