James Kolbusz Chicago

James Kolbusz Chicago

Financial Executive in Chicago
Financial
Chicago, US
Skills
  • Financial Management
  • Investments
Experience
Merrill Lynch

Senior Vice President, Institutional Consulting Director @Merrill Lynch Unconfirmed

Apr '17 - Present (1 year 8 months)

Morgan Stanley, INC

Senior Vice President, Insitutional Consulting Director @Morgan Stanley, INC

Feb '04 - Apr '17 (13 years 2 months)

Amazing things James's made
An accomplished financial executive and Certified Investment Management Analyst (CIMA), James Kolbusz brings nearly two decades of experience to his current position as a senior vice president and institutional consulting director for the Chicago offices of Merrill Lynch. In his leadership role with the Chicago-based financial services firm, James Kolbusz analyzes and implements investment strategies for public pensions, Taft-Hartley pension trusts, defined benefit plans, and endowment funds.

Mr. Kolbusz earned a bachelor’s degree in finance from Loyola University before embarking on his finance career. Prior to joining Merrill Lynch, he spent many years with the Graystone Consulting business of Morgan Stanley. During his time with Graystone, he managed $3.3 billion in assets for 32 clients, and his accomplishments included organically doubling fees while adding nearly $350 million in assets under management to his accounts.
Education
Loyola University Chicago

Loyola University Chicago

BBA Aug 1996 - Jun 1998

University of Kansas

University of Kansas

General Education Aug 1994 - Jul 1996