James Green

Areas of expertise

UK and international private clients and charities; direct equity; funds; sustainable investing

Experience

James is an Investment Manager of discretionary portfolios for private clients, trusts and pension funds. James joined Evelyn Partners in 2021 having worked as a Portfolio Manager at Sandaire Investment Office, where he specialised in managing multi-asset portfolios for UHNW families. James contributes to the central research process at Evelyn Partners as a direct equity analyst covering the Technology sector. James is a CFA Charterholder, and holds the CFA Institute Investment Management Certificate, as well as the Certificate in ESG Investing. James graduated from the University of Leeds with a degree in Economics and Philosophy.

Professional qualifications and memberships

- CFA Charterholder
- CFA Certificate in ESG Investing
- CFA Investment Management Certificate