James Angelica is an accomplished investment professional with a track record of success in recommending investment strategies to institutional and high net-worth clients. He has expertise in manager due diligence, relationship building, negotiating terms, client service, and private capital modeling. James studied Finance at Fordham Gabelli School of Business and Business Administration at Providence College.

Before joining Stifel Financial Corp. as Senior Portfolio Consultant, James was a Senior Research Analyst - Private Equity at Fund Evaluation Group, Principal at State Street Global Advisors, and Client Portfolio Manager at JPMorgan Chase. As an experienced team player, James has a deep understanding of the capital markets and strong communication skills, which help him in sourcing new opportunities, analyzing performance attribution, and problem resolution.