Favorite Parts of Being a Portfolio Manager at a Private Bank
James, a Portfolio Manager, finds the "endlessly fascinating" dynamism of financial markets and economics most rewarding, enjoying the challenge of explaining their impact and helping clients achieve "a level of comfort and understanding." The role also provides fulfilling relationships, often becoming a trusted advisor during personal crises.
Financial Markets, Economics, Investment Portfolio Management, Client Relations, Financial Policy
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. James enjoys the dynamic nature of financial markets and economics and how they are impacted by policies.
2. He finds it rewarding to work with successful people and help them understand their investments.
3. He appreciates being a trusted advisor for clients during personal crises
Transcript
What do you enjoy most about being in your current role?
I absolutely love financial markets and economics. They're dynamic.
History doesn't repeat itself, but there's an echo. I find it endlessly fascinating how the economy works and how federal and state policy can impact returns on a national or global scale. I like helping explain it and trying to give people a sense of calm about that.
I think it's the intersection of working with interesting people. I tend to be lucky; I work with many folks who have been really successful in different areas of their lives. So, trying to help them get a level of comfort and understanding about their investment portfolios is really cool to me.
Oftentimes, if there's a crisis in their family, I'm their first call. That's a pretty amazing thing to be in somebody's circle of trust like that. It's really a combination of those two things.
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