James McFarland

James McFarland has a diverse work experience starting from their role as a Trader in a Family Office from June 2008 to July 2010. James then interned at Goldman Sachs in August 2010. From October 2011 to December 2013, James worked as a Portfolio Manager at 日産証券（株）. Following this, they joined PwC as a Capital Markets Specialist in Management Consulting from January 2014 to January 2016. James then worked as a Director at Morgan Stanley from January 2016 to January 2017. James then joined Oak Harvest Investment Services as a Sr. Portfolio Manager from January 2017 to March 2020, and later became the Vice President and Head of Investment Management in April 2020. Additionally, James served as the Chief Compliance Officer at Oak Harvest Investment Services from January 2018 to July 2022.

James McFarland has a Bachelor's degree in Political Science and Government from Houston Baptist University. James also holds a Certificate in Japanese from Tokyo University of Foreign Studies. Furthermore, they have pursued an MBA in International Business from Sophia University. Additionally, they have obtained certifications such as the JSDA Securities and Derivatives Sales License from the Japanese Securities Dealers Association and the Series 65 - Uniform Investment Advisor from FINRA. However, specific start and end years for their education and the exact timing of when they obtained their certifications are not provided.