Smart PortfoliosTM Allocation Strategy using TIAA-CREF 9 Funds

Portfolio Managers

Bryce James
Founder & CIO

Bryce James has thirty four 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.

 
Keith Campbell
Director of Research

Keith Campbell is responsible for implementing Smart Portfolio's quantitative asset allocation model. This includes code development, research, portfolio management and trade execution.

Mr. Campbell holds a Masters degree in Financial Engineering from the University of Michigan. Prior to joining Smart Portfolios, Mr. Campbell was Head of Portfolio Construction and founding member of Reign Capital Management, a Managed Futures Commodity Trading Advisor (CTA).

In total, Mr. Campbell has over thirteen years of financial industry experience. He also served as a quantitative systems developer for Rotella Capital Management, CTA, and as a credit risk analyst for Bank One. He also holds a BS in Industrial Engineering from Purdue University and began his career with 2 years of engineering/manufacturing with General Electric.

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