Client management

JAMES C. MYLETT

Madisonville, ***** LA 504-***-**** *****@*********.***

Summary

Seasoned Portfolio Manager and CFA charterholder with over 20 years of experience driving investment strategy, managing multi-asset portfolios, and delivering client-centric financial solutions. Proven track record of optimizing risk- adjusted returns, aligning portfolios with evolving macroeconomic conditions, and articulating investment strategies to institutional and high-net-worth clients. Adept at integrating quantitative insights with qualitative research to shape asset allocation, preserve capital, and support sustainable growth. A collaborative leader with a strong foundation in capital markets, risk management, and product innovation across top-tier financial institutions. Skills

Portfolio Construction

Asset Allocation

Equity Research

Fixed Income Research

Risk Management

Risk Mitigation Strategies

Financial Modeling

Valuation Techniques

Market Analytics Tools

Investment Policy Development

Macroeconomic Analysis

Sector Thematic Analysis

Investment Strategy

Communication

Cross-Functional Team

Leadership

Strategic Thinking

Consultative Sales

Relationship Management

Client Engagement

Financial Planning & Advisory

Options Trading

Futures Trading

Bloomberg Terminal

Proficiency

Problem Solving

Experience

Client Portfolio Manager 10/2024 to 04/2025

Upstream Life Insurance Company

Developed a scalable advisory platform targeting high-net-worth clients, accelerating asset acquisition and improving client retention.

Enhanced portfolio construction by integrating advanced planning tools and market research, driving improved performance and client satisfaction.

Implemented real-time analytics and scenario modeling, reducing portfolio volatility and boosting risk-adjusted returns for clients.

Collaborated with advisors to tailor investment strategies, aligning portfolios with client goals and market conditions.

Optimized asset management processes through technology integration, supporting scalable growth and operational efficiency.

Investment Consultant 01/2021 to 01/2022

Fidelity Investments

Managed a diverse book of client portfolios, applying deep risk analysis to align investments with client goals and evolving market outlooks.

Delivered measurable AUM growth by implementing personalized, goals-based advisory models and high- conviction investment recommendations.

Integrated behavioral finance principles into client communications, enhancing satisfaction and fostering long- term trust.

Developed tailored investment strategies that balanced risk and return, optimizing portfolio performance across market cycles.

Collaborated with clients to refine financial objectives, ensuring alignment of investment decisions with individual risk tolerance and life goals.

Financial Advisor 01/2019 to 01/2020

NY Life Insurance Company

Built customized insurance-integrated financial plans for affluent clients, effectively bridging portfolio design with estate and tax strategies.

Exceeded client acquisition targets by executing strategic prospecting and consultative selling tailored to clients' risk tolerance and life stages.

Enhanced policy conversion rates by clearly articulating the benefits of investment-linked insurance within legacy planning frameworks.

Developed tailored financial solutions that aligned insurance products with broader wealth management objectives, increasing client satisfaction.

Collaborated with cross-functional teams to integrate insurance strategies seamlessly into comprehensive financial plans, driving holistic client outcomes. V.P.-Investment Product Specialist 01/2013 to 01/2019 J.P. Morgan

Translated macroeconomic insights into actionable asset allocation strategies, improving portfolio alignment for both advisors and clients.

Delivered advanced training on J.P. Morgan's investment platforms, empowering advisors to deepen client relationships through tailored proposal development.

Integrated tax-aware investing and goal-based frameworks into portfolio solutions, boosting client retention and enhancing advisor productivity.

Financial Advisor/Portfolio Manager 01/2012 to 01/2013 Morgan Stanley

Constructed and actively managed discretionary multi-asset portfolios tailored to client objectives, risk profiles, and evolving market conditions.

Implemented tax-efficient rebalancing and tactical asset shifts to preserve capital and enhance portfolio performance across market cycles.

Translated complex investment strategies into clear, client-ready insights, fostering trust and improving transparency in advisor-client relationships.

Eastern Region Sales Manager 01/2009 to 01/2010

Niemann Capital Management

Increased advisor adoption of Niemann's tactical asset allocation strategies, directly contributing to substantial regional AUM growth.

Delivered scalable portfolio messaging tailored to RIAs and IBDs, enhancing advisor engagement and improving product relevance across diverse channels.

Managing Director - Principal 01/2006 to 01/2008

JPMorgan Asset Management (formerly Bear Stearns Asset Management)

Managed multi-billion-dollar institutional portfolios, driving superior risk-adjusted returns through proactive strategic reallocations and performance analysis.

Secured new institutional mandates by presenting differentiated alpha-generating strategies to prospects and investment consultants, enhancing firm growth and visibility. Education and Training

Bachelor of Arts: Economics

University of North Carolina Chapel Hill

Professional Designations

Chartered Financial Analyst (CFA)

Member of New York Society of Security Analysts (NYSSA) Prior Employment

BKF Asset Management, Inc., VP, Director Institutional Client Relations/Portfolio Specialist, 01/01/00, 01/01/06

Lazard Asset Management, Vice President, Portfolio Manager/Analyst, 01/01/94, 01/01/00

Kidder Peabody Asset Management, Assistant Vice President, Portfolio Manager/Analyst, 01/01/90, 01/01/94

Private Investment Management, Options and Futures Trader for Equity Portfolios, 01/01/88, 01/01/90

Soros Fund Management, Options and Futures Manager for Quantum Fund, 01/01/88, 01/01/88

Master Trading Company, Options and Futures Trader for Equity Portfolios, 01/01/87, 01/01/87

#HRJ#aefe2b2c-7a06-4798-aa53-41930032eb32# Lyon Research Corp., Equity Analyst, 01/01/86, 01/01/86

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