Favorite Parts of Working in Private Banking as a Portfolio Manager
James, a portfolio manager, finds the dynamic nature of capital markets and the constant need to learn about new technologies "absolutely fascinating," viewing the role as being "at the forefront" of future trends. This, coupled with a desire to improve the industry's image and a knack for clearly explaining complex financial concepts, makes the work deeply fulfilling.
Investment Management, Financial Markets, Technology Integration, Future-Oriented Thinking, Ethical Considerations
Advizer Information
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Job Title
Company
Undergrad
Grad Programs
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James A Vogl
Portfolio Manager
Private Bank
Iowa State University 2006
MBA, Ucla Anderson school management, full-time program 2013; masters of education at Millikin University, 2008
History, Art History
Finance (Banking, Fintech, Investing)
Finance
Video Highlights
1. The dynamic nature of capital markets and the constant need to learn about new technologies.
2. The opportunity to be a futurist and think about the world in 25-30 years.
3. The ability to contribute positively to the investment industry and explain complex concepts to others in a clear and engaging way.
Transcript
What do you enjoy most about being in your industry?
Famous for the music, I think going back to my earlier comment on just being fascinated by investment capital markets and their dynamic nature. Besides technology, by nature of being an investment person, you look at technology as both an investment and a useful tool to help you do your job constantly.
In that way, you have to be at the forefront of learning about all sorts of different things. I'm a futurist in the sense that I'm really optimistic about the world and what it's going to be like in 25 or 30 years. It's really fun to be part of it and just from observing it.
I also think the investment business has rightfully received a lot of pushback and negative publicity for various reasons. Being a person who thinks I'm bringing about better change is inspirational to me. I like being able to do that.
I love when a friend gets something explained by another person and I can explain it better. I think that's entertaining. That's largely an outcome of so much studying and being around things for so long, but also just having a commitment to humanity.
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