James Milroy, CAIA®, Consultant

James Milroy serves as a Consultant, bringing years of experience managing investment portfolios and client relationships.

Prior to joining Syntrinsic, James was with SRS|Acquiom where he worked closely with venture capital funds, private equity firms and private investors in the M&A investment space dealing with various merger related matters. Prior to this James held roles at Fidelity, CIBC World Markets and TD Canada Trust, cultivating client relationships, trading, management of investment portfolios and operational duties.

James earned his Bachelor of Arts in Sociology from Queen’s University, Canada. He obtained the Chartered Alternative Investments Analyst® designation.

James and his wife moved to Colorado in 2013 from New York City and now enjoys spending time in the mountains skiing and hiking with his wife and two young boys. He is also a judge for SIFMA’s InvestWrite® national essay competition.

James’s Story

Coming Soon.