James Mylett, CFA

Enigma
DISC Type : dci

Client Portfolio Manager at Upstream Life ™

Madisonville, Louisiana, United States

Overview

James is a CFA charterholder and seasoned Portfolio Manager with over 20 years of experience at firms like J. P. Morgan and Fidelity. A graduate of The University of North Carolina at Chapel Hill, he specializes in managing multi-asset portfolios and delivering tailored financial solutions for high-net-worth clients, focusing on consistent, risk-adjusted performance.

Outside of his extensive financial career, James maintains a connection to his alma mater. His time at Chapel Hill suggests a likely affinity for the universitys vibrant community and traditions, including collegiate sports.

He recently earned a certification in Introduction to Private Markets and Alternative Investments from the CFA Institute.

Personality Overview

Challenger

Fast Follower

Friendly Yet Blunt

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are likely to ask many questions and look heavily for supporting proof as well as information. They are generally strong communicators and are not easy to convince.

Topics They Care About

Risk-Adjusted Returns
His professional headline and experience emphasize a disciplined approach to driving consistent, risk-adjusted performance across different market cycles.
Alternative Investments
He recently obtained a new certification in Private Markets and Alternative Investments, indicating a current focus on expanding his expertise in this area.
High-Net-Worth Clients
His roles at Upstream Life and Fidelity involved developing scalable advisory platforms and managing diverse portfolios specifically for high-net-worth individuals.

Media Appearances

James has no verified media appearances

Work History

10-2024 - 4-2025
Client Portfolio Manager at Upstream Life ™
2-2021 - 4-2022
Investment Consultant at Fidelity Investments
12-2019 - 6-2020
Financial Services Professional at NYLIFE Securities LLC
11-2013 - 9-2019
Vice President at J.P. Morgan
11-2012 - 11-2013
Financial Advisor at Morgan Stanley

Education

1979 - 1983
BA from The University of North Carolina at Chapel Hill

More Information

Social Presence :

Prographics :

Exp : 8 Location : Madisonville, Louisiana, United States Job Level : N/A Designation : Client Portfolio Manager at Upstream Life ™
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Help them realize that any personal risk in making this decision is far less compared to what the results could mean for them
  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from James

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will James move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can James take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And James

Personality Compatibility


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