James O’Leary, CFA

Chief Investment Officer and Senior Portfolio Manager, Henry James International Management (HJIM)
New York

Jim O’Leary is the chief investment officer and senior portfolio manager for all HJIM Strategies, and has over thirty years of experience in the securities industry.

Since 1999, James has focused his investment knowledge on the international markets where he develops and manages portfolios in both foreign developed and emerging markets as well as socially responsible investing (SRI) and environmental, social and governance (ESG) portfolios.

James started his career at MPT Associates as an Analyst. He subsequently held the position of vice president at Federated Investment Counseling, followed by managing director at Lexington Management Corporation. Prior to launching HJIM, James O’Leary was senior portfolio manager at Navellier & Associates, Inc.

James is a CFA charterholder and holds a Bachelor of Business Administration from Bowling Green State University and an MBA in marketing and finance from the University of Cincinnati.

James O’Leary has earned the right to use the Chartered Financial Analyst designation. CFA Institute marks are trademarks owned by CFA Institute.