James Carey
Director of Investments bij New Covenant Trust Co., NA
Profiel
Mr. James Carey is a Director of Investment & Portfolio Management at New Covenant Trust Co., NA.
He assists with all aspects of the Trust Investment Committee’s research, monitoring, and due diligence functions, macro-economic analysis, and multi-asset strategy positioning.
He also oversees the securities trading function of the firm.
He has over a decade of financial services experience.
He received his undergraduate degree from the University of Louisville and an MBA from Indiana University Southeast.
He is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ professional
Actieve functies van James Carey
| Bedrijven | Functie | Begin |
|---|---|---|
New Covenant Trust Co., NA
 New Covenant Trust Co., NA Investment Trusts/Mutual FundsMiscellaneous Founded in 1998, New Covenant Trust Co., NA is a nationally chartered trust bank. They are a for-profit subsidiary of the Presbyterian Foundation and are located in Jeffersonville, Indiana. New Covenant Trust Co. provides financial planning, investment management and trust services to individuals and institutions throughout the US. They are also known as One Compass Advisors. | Director of Investments | 01-01-2022 |
Opleiding van James Carey
| University of Louisville | Undergraduate Degree |
| Indiana University Southeast | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
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New Covenant Trust Co., NA
New Covenant Trust Co., NA Investment Trusts/Mutual FundsMiscellaneous Founded in 1998, New Covenant Trust Co., NA is a nationally chartered trust bank. They are a for-profit subsidiary of the Presbyterian Foundation and are located in Jeffersonville, Indiana. New Covenant Trust Co. provides financial planning, investment management and trust services to individuals and institutions throughout the US. They are also known as One Compass Advisors. | Miscellaneous |
