James Carey
Director of Investments bei New Covenant Trust Co., NA
Profil
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
Aktive Positionen von James Carey
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ausbildung von James Carey
| University of Louisville | Undergraduate Degree |
| Indiana University Southeast | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
