Director, Family Office
He has over 15 years of experience in Portfolio and Wealth Management, Capital Markets, Project Finance and Real Estate, in the US and the GCC. His areas of expertise span across a range of asset classes including Asset-Back Securities, Financial Derivatives and Private Equity Debt.
James joined Broadgate Advisers from M1 Group, a family office based in Beirut, where he was a member of the portfolio management investment committee leading M1’s Fixed Income investment activities. Prior to that, James was a Trader and Analyst at Macquarie Funds Group in the US, where he was responsible for managing a multi-billion dollar portfolio for institutional clients. Previously, James was an Associate Director at UBS Investment Bank in New York where he was an Institutional Investor-ranked research analyst.
James earned his MS in Financial Mathematics from Warwick Business School in the UK, his BA in Economics and minor Mathematics from the American University of Beirut and his double LLB degree in Private and Public Law from Saint Joseph University, Lebanon. He also completed an executive program at the Wharton School of the University of Pennsylvania.