James Price

James is the Director of Capital Markets and Investment Services at Richardson GMP. In this capacity, James helps clients construct and maintain portfolios by navigating a crowded universe of investment products. As part of the portfolio management team, James contributes to the overall asset allocation strategy of Richardson GMP, and is active in writing our market commentaries and client communications to keep our community well informed. James graduated from Queen’s University with an Honours BA in Economics and Geography in 1997 and spent his early career in fixed income, building bond portfolios and trading fixed income and credit securities.  He became a Chartered Financial Analyst charter holder in 2006.  He then took a broader role overseeing retail capital markets activities, helping clients and advisors structure and execute investment strategies in all markets and asset classes, including equities, fixed income, derivatives, mutual and hedge funds, and private equity and credit.  In his role straddling both the “buy” and “sell” side of the investment industry, James has been in a position to learn and analyze management strategies, diligence countless investment products and help select those strategies and products in portfolio design to achieve clients’ goals.James’ experience in the bond world makes him well positioned to contribute to the macro strategy of the asset management team.  As a portfolio manager, James is the lead manager of the Connected Wealth bond strategies, and is head of reviewing new investment products in consideration for their use by Richardson GMP clients.