Management Team

The investment and technical professionals at Smart Portfolios

Bryce James


Bryce James
Founder & Chief Executive Officer

Bryce James has over twenty-nine years of hands-on investment experience, most recently as partner and founder of Shield Investment Advisors, a fixed-income fund of hedge funds. Prior to Shield, he was a Senior Vice President with Morgan Stanley. Mr. James spent most of his career as a portfolio manager. He specializes in building custom trading algorithms, financial content delivery systems and performance measurement software solutions.

From 1983 to 2000, Mr. James compiled a stellar record as a fee-based portfolio manager and consultant to corporations, trusts, retirement plans, ESOPs and high–net-worth individuals. He created the Investment-Consulting model for brokerage Drexel Burnham Lambert in 1984.

Mr. James holds a B.S. in Accounting, Finance and Marketing from Central Washington University and received a Certified Investment Management Analyst designation from the Wharton School, University of Pennsylvania, in 1992.