Meet James Carey.
Director of Investment & Portfolio Management Services
800.858.6127 ext #5981
Director of Investment & Portfolio Management Services, joined New Covenant Trust Company in December 2017 and is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional with more than a decade of financial services experience. James assists with all aspects of the Trust Investment Committee’s research, monitoring, and due diligence functions, macro-economic analysis, and multi-asset strategy positioning. He also oversees the securities trading function of the firm. James holds a B.S. degree in Business Economics from the University of Louisville and an MBA from Indiana University.