Jim Bolante, CFA, CAIA

Senior Director and Head of US Relationship Group - Business Development & Consultant Relations at Fiera Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Newport Beach, California, United States, US

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shahriar khaksari Ph.D, CFA

I have had the pleasure of having James in one of my graduate classes. James is a bright and motivated student with keen sense of curiosity and critical thinking. James is an excellent team player and effective leader.He truly enjoys studying finance and can relate his academic learning to what is happening in the real world.

Mike Barry

I had the pleasure of teaching Jim in two courses this summer. Jim is a superb student who combines the demands of working full-time while excelling at his studies extremely well. His intelligence and work ethic complement his strong people skills. His skill set is very well rounded.

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Credentials

  • Series 63
    Financial Industry Regulatory Authority (FINRA)
    Aug, 2016
    - Nov, 2024
  • CAIA Charterholder
    CAIA Association
    Apr, 2016
    - Nov, 2024
  • Series 7
    Financial Industry Regulatory Authority (FINRA)
    Apr, 2016
    - Nov, 2024
  • CFA charterholder
    CFA Institute
    Aug, 2014
    - Nov, 2024

Experience

  • Fiera Capital
    • Canada
    • Financial Services
    • 400 - 500 Employee
    • Senior Director and Head of US Relationship Group - Business Development & Consultant Relations
      • Aug 2022 - Present

      As a member of Fiera’s US Leadership Team, I am responsible for heading Fiera Capital's Institutional Relationship Group covering all segments of the institutional channel (pensions, investment consultants, E&Fs, insurance, and select sub-advisory / intermediary platforms) spanning the entire spectrum of Fiera Capital's investment product set in private and public market strategies. I am responsible for cultivating new business relationships and retaining existing mandates for Fiera's most sophisticated and longstanding US institutional relationships and global strategic partnerships through a "player-coach" hybrid framework.Distribution and investor relations experience with the following investment strategies within the institutional market:- Active US, Global, Non-US, Emerging, and Frontier equities- Private Global Real Assets (Agriculture, Infrastructure, Real Estate)- Private Credit- Private Equity- Long/Short Equity Hedge Funds Show less

    • Senior Director, Business Development & Consultant Relations
      • Jan 2021 - Aug 2022

      Member of Fiera Capital's Global Institutional Markets team serving as the primary liaison for select global and domestic client and consultant relationships covering Fiera's entire suite of private funds and public market investment strategies.

    • Vice President, Institutional Markets (Europe & Asia), Business Development & Consultant Relations
      • Jan 2019 - Jan 2021

      Member of Fiera Capital's Eurasia distribution team covering institutional clients and consultants within the EMEA and Asia-Pacific markets.

    • Vice President, Institutional Markets (US & Non-US), Business Development & Consultant Relations
      • Jan 2017 - Dec 2018

      Member of Fiera Capital's US institutional distribution team covering institutional clients and consultants with additional business development experience in select non-US markets in Europe and Asia.

    • Assistant Vice President, Institutional Markets - Client Portfolio Specialist (Global Equities)
      • Nov 2014 - Dec 2016

      Member of Fiera's US institutional distribution team covering prospects, clients, and investment consultants in a hybrid business development / client portfolio specialist capacity with sole focus on Fiera's Global Equity team strategies. Acted as a proxy for Fiera's Global Equity investment team in client presentations, finals pitches, and portfolio reviews. Assisted with the creation and development of thought leadership pieces and investment commentary.

  • GW&K Investment Management
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Senior Analyst, Institutional Marketing & Consultant Relations
      • Jun 2012 - Nov 2014

  • The Boston Company Asset Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Institutional Relationship Management
      • Jul 2011 - Jun 2012

  • State Street Global Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate
      • Oct 2006 - Jul 2011

Education

  • Boston College Carroll School of Management
    Master of Business Administration (MBA), Finance
  • Boston University
    Bachelor of Arts (BA), Economics

Community

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