James Mylett, CFA
Login to view DISC.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.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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