Breckinridge Capital Advisors
James Spidle, CFA, has extensive experience in the financial services industry, currently serving as Head of Strategic Partnerships and Consultant Relations at Breckinridge Capital Advisors since October 2010. Prior to this role, James held the position of Director of Relationship Management at the same company. From May 2002 to September 2010, James worked as a Relationship Manager at GWK, and from 1999 to 2002, contributed as a Quantitative/Performance Analysis Associate at Loomis, Sayles & Company. James Spidle earned a degree from Colby College between 1995 and 1999.
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Breckinridge Capital Advisors
Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide providing the highest caliber of investment management. We believe the following characteristics set us apart: - Commitment to staying independent - Disciplined portfolio management - Rigorous fundamental credit analysis - Forward looking and integrated ESG research - Ability to customize separate accounts at scale - Proprietary technology platform - Culture of exceptional responsiveness and access - Competitive pricing We serve high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. Breckinridge’s assets under management totaled more than $44 billion as of June 30, 2023. Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp1. We believe these designations help us in our goals to create positive, long-term impact for our clients, employees and the communities in which we live, work and invest. Disclosures: https://www.breckinridge.com/social-media-disclosures/