Speaker: September 7th, 2017 SMIF Class Panel Discussion
James M. Bailey, CFA is the Vice President/Realtionship manager at PNC Capital Advisors, LLC. James serves as Northeast Ohio’s Investment Director and Senior Investment Advisor, overseeing a team of five Investment Advisors as well as maintaining close working relationships with existing clients as a single point of contact for all matters related to their portfolios.
Prior to joining the firm in 2012, James spent seven years at KeyBank as an interest rate and commodity derivatives senior trader and as a senior member of the Foreign Exchange and International Trade sales team. He also served as a trading associate at TransMarket Group in Chicago.
James earned a Bachelor of Arts degree, as well as a Master of Science in Financial Engineering degree from Kent State University. He holds the Chartered Financial Analyst designation, is a member of CFA Institute and currently serves as the Midwest U.S. Representative and Vice Chair for CFA Institute’s Presidents Council. In addition, he previously served as president of the Cleveland CFA Society.