James R. Meyers

James R. Meyers, CFA has extensive experience in the field of fixed income, with a focus on portfolio management and investment strategy. James R. has held roles at various prestigious organizations, including PGIM Fixed Income, Invesco Ltd., Hartford Investment Management Co. (HIMCO), Citi, J.P. Morgan Chase Asset Management, and AllianceBernstein.

At PGIM Fixed Income, James served as a Principal and Fixed-Income Portfolio Strategist, responsible for acting as a market expert for the firm's diverse fixed income mutual fund and ETF lineup. James R. communicated PGIM Fixed Income's views on the global macro outlook, relative value analysis, and specific fund positioning to financial advisor clients across different channels. James R. also collaborated with senior portfolio managers, traders, analysts, and strategists to ensure a comprehensive understanding of market positioning.

Prior to that, James was the Head of Fixed-Income ETF Strategy at Invesco Ltd., where they played a crucial role in driving AUM growth across the fixed income platform. James R. traveled extensively to support ETF specialists and optimize product positioning for clients based on their investment goals and risk tolerance.

Before joining Invesco Ltd., James worked at Hartford Investment Management Co. (HIMCO) as a Portfolio Manager, leading a mix of fixed income mandates. James R. maintained strong performance across active mandates and kept tracking error within a desired range for passive mandates.

At Citi, James served as a Fixed-Income and FX Investment Strategist, providing tailored investment strategy and recommendations to high-net-worth and retail clients. James R. engaged actively with financial advisors and private bankers through presentations, meetings, and seminars.

James began their career at J.P. Morgan Chase Asset Management as a Portfolio Assistant in the institutional fixed-income department. James R. also worked as a Fixed-Income Pricing Analyst at AllianceBernstein early in their career.

James R. Meyers, CFA holds a Bachelor of Science (BS) in Finance and Financial Management Services from NYU Stern School of Business, which they obtained from 1995 to 1997. Prior to that, they attended the University of Michigan from 1993 to 1995. In terms of certifications, they have obtained the Series 63 and Series 7 certifications from the Financial Industry Regulatory Authority (FINRA) in 2016. Additionally, they hold the Chartered Financial Analyst (CFA) designation from the CFA Institute.