James Battmer
About James Battmer
James Battmer serves as the Chief Investment Officer at Creative Planning, a position he has held since 2023. With a background that includes roles at various financial institutions, he has extensive experience in investment management and economic analysis.
Work at Creative Planning
James Battmer serves as the Chief Investment Officer at Creative Planning, a position he has held since 2023. He operates on-site in the Kansas City Metropolitan Area. In this role, he is responsible for overseeing investment strategies and managing the firm's investment portfolio.
Previous Experience in Investment Management
Before joining Creative Planning, Battmer held the position of Chief Investment Officer at Creative Planning Retirement Services from 2021 to 2023. He also worked at Lockton Companies as Chief Investment Officer for a brief period in 2021. His earlier experience includes a significant tenure at Bukaty Companies, where he served as Chief Economist and Lead Portfolio Manager from 2010 to 2021.
Early Career at Morgan Stanley
James Battmer began his career as an Analyst at Morgan Stanley, where he worked from 2002 to 2004. This role provided him with foundational experience in financial analysis and investment strategies.
Education and Expertise
Battmer studied at The London School of Economics and Political Science (LSE), where he earned a Master's degree in Economics and Economic History. His educational background supports his expertise in economic analysis and investment management.