James has been in the financial industry for over 20 years. He has spent the last 15 years focusing on the institutional side of the investment business. His dealings with a wide variety of investment managers, from multibillion-dollar firms to small one-man operations, has exposed James to a wide variety of investment products and offerings.

Prior to his institutional experience, James held a seat on the Philadelphia Stock Exchange for seven years, where he was an independent option trading specialist in multiple equity products, as well as equity index products.