James Solloway, Cfa
About James Solloway, Cfa
James Solloway, CFA, is the Managing Director and Senior Portfolio Strategist at SEI Investments, with a background in economics and finance from NYU Stern and Columbia University.
Current Role at SEI Investments
James Solloway serves as the Managing Director and Senior Portfolio Strategist at SEI Investments. In his role, he guides the strategic and dynamic asset allocation process and is a member of the Interest Rate Committee. He is responsible for formulating and expressing SEI Investments' views on markets, assets, and investment strategies.
Past Experience at Morgan Stanley Investment Management
Before joining SEI Investments, James Solloway worked at Morgan Stanley Investment Management as an Executive Director from 1998 to 2008. During his decade-long tenure, he gained significant experience in executive management and investment strategy.
Career at Barnett and Argus Research Corp.
James Solloway has held senior roles at various institutions, including Senior V.P./Head of the Equity Management Group and Director of Research at Barnett from 1997 to 1998. Before that, he served as Co-President and Director of Research at Argus Research Corp. from 1980 to 1997, a period spanning 17 years.
Educational Background
James Solloway is an alumnus of NYU Stern School of Business, where he earned an MBA with a focus on Economics and Finance. He also holds a B.A. in Economics, cum laude, from Columbia University in the City of New York. His educational journey began at Regis High School.
Lipper Fund Award Achievement
One of the notable achievements under James Solloway's guidance at SEI Investments is leading his team's mutual fund to earn a Lipper Fund Award in 2016. The award recognized the fund as the best U.S. Alternative Global Macro Fund over the past three and five years.