James Pardee, CFA

James Pardee, CFA has worked at three different companies in the financial services industry. James began their career in 2013 as a Fixed Income Analyst at Neuberger Berman. In 2018, they moved to UBS as an Associate Director. Most recently, they have been working as the Vice President at Grandview Analytics since 2019.

James Pardee obtained their B.S. in Economics from Miami University between 2006 and 2010. James also attended Solon High School between 2002 and 2006. Additionally, they hold the Chartered Financial Analyst (CFA) charterholder from the CFA Institute, as well as Series 7, Series 63 & Series 65 certifications from FINRA.