James Kase

James Kase is an energetic and creative general manager with a focus on driving growth in financial service companies. He excels at transforming businesses through strategic assessments and effective implementation of plans. With a strong track record of managing substantial revenue bases exceeding $700 million, he brings a results-oriented approach to both buy side and sell side firms.

Educated at Brown University with a BA in Political Science, James also attended Hamden Hall Country Day School. His educational background complements his professional expertise in the financial industry.

Throughout his career, James has held key leadership roles in renowned organizations, including Managing Director & Head of Global Investor Relations at HarbourVest Partners, Managing Director at Capula Investment Management LLP, Executive Vice President/Global Head of Sales and Marketing at STATE STREET GLOBAL ADVISORS, Executive Director at ING Investment Management Americas, Managing Director at MERRILL LYNCH INVESTMENT MANAGERS, Managing Director at LEHMAN BROTHERS INC, Executive Director at SWISS BANK CORPORATION, Managing Director at BANKERS TRUST COMPANY, and Associate at SALOMON BROTHERS INC. His diverse experience has polished his expertise in various aspects of financial management and strategic planning.