![James Fields](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. James P.
Fields, CFA MBA, is a Senior Vice President & Portfolio Manager at The Midwest Trust Co. He has over 30 years of experience managing fixed income portfolios for institutions and clients of bank trust departments, as well as municipal bond portfolios for high net worth individuals.
He is a Fixed income portfolio manager for Midwest Advisors’ Trust Investment Solutions and member of the Fixed Income Investment Strategy Team
Mr. Fields previously worked at Wright Investors Service, where he served as a senior vice president and portfolio manager.
Mr. Fields received his BA from Fairfield University and an MBA in Finance from Pace University.
He is a Chartered Financial Analyst.
James Fields active positions
| Companies | Position | Start |
|---|
Former positions of James Fields
| Companies | Position | End |
|---|---|---|
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection. | Investment Committee Member | 31/12/2024 |
Wright Investors' Service, Inc.
 Wright Investors' Service, Inc. Investment ManagersFinance Wright is committed to acting in the best interest of their clients and adheres to a sensible approach to managing assets that seeks to balance risk and return. The firm’s investment process is disciplined, repeatable and consistently applied to all portfolios. As a result of their research, they have developed many research tools to help improve portfolio management, including the Approved Wright Investment List (AWIL), consisting of the highest quality securities as determined by Wright. | Portfolio Manager-Equities | 31/12/1995 |
Training of James Fields
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
48
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Wright Investors' Service, Inc.
Wright Investors' Service, Inc. Investment ManagersFinance Wright is committed to acting in the best interest of their clients and adheres to a sensible approach to managing assets that seeks to balance risk and return. The firm’s investment process is disciplined, repeatable and consistently applied to all portfolios. As a result of their research, they have developed many research tools to help improve portfolio management, including the Approved Wright Investment List (AWIL), consisting of the highest quality securities as determined by Wright. | Finance |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection. | Finance |
Fairfield University
 Fairfield University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pace University
 Pace University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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