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Kyle James — Managing Director · Alumia · Portugal.
Direct contact
No direct contact on file for Kyle yet.
Experience
Managing DirectorCurrent
Alumia · Portugal
Sep 2021 – Present
Founding member of Alumia. Responsible for sourcing investment solutions and providing oversight to ensure that the solutions are aligned to the needs of Alumia’s clients.
Founder & Managing Partner
Lineage Investment Consultants · London, United Kingdom
Oct 2018 – Sep 2021
I ran my own independent consultancy where I advised asset management groups on strategic initiatives with a focus on business development, manager due diligence, investment product development and strategy, and asset raising opportunities.
Education
- Columbia Engineering — BSc, Operations Research · 2000 – 2004
- Nazareth Regional High School — NY State Regents Diploma · 1996 – 2000
Skills
EquitiesAsset AllocationPortfolio ManagementInvestmentsAsset ManagementFinancial AdvisoryDue DiligencePrivate BankingAsset ManagmentStrategyInvestment ManagementMutual FundsHedge FundsAlternative InvestmentsCapital Markets