Bryce James, President and
CEO, has over 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,
Chief Investment Officer
Chief Investment Officer
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 fifteen 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.
Scott Sampson, Advisor/Portfolio
Manager, CFP® has over thirty years of experience advising clients.
Recognized by Forbes Magazine as one of the top ten most trustworthy
wealth managers and as a top financial planner by The Consumer
Research Council of America in 2011.
After serving for several years as a Masters Level psychologist in
the California public schools, Scott began to recognize his expertise
could be best put to use helping his peers with a common source
of anxiety – how to navigate and take charge of their finances.
Scott graduated from the University of California, Berkeley
and attended the Church Divinity School of the Pacific,
an Episcopal Seminary for two years, then went on to earn a
Master’s Degree in Counseling. Scott became a Certified
Financial Planner in 1985.