James Botsko
Family Office Portfolio Manager at Green Leaf Trust
Based in Grand Rapids, United States
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Seniority
Manager
Department
Other
Location
Grand Rapids
Industry
Environmental Services
Company size
3
Contact information
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j•••••••@greenleafngo.org
Phone
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Background
About James Botsko
I have worked in the financial and investments industry since 2005. I find that working with clients to understand their goals, building portfolios to achieve those goals, and helping clients navigate the world of investments is a rewarding experience. My background in education leads me to approach portfolio management with a desire to learn continuously and to pass knowledge on to others. I am analytical in my approach and a problem-solver by nature, which helps me to develop solutions for each unique client and situation. I am one of two portfolio managers at Fifth Third Bank specializing in 401(k) Investments for plan sponsors. • Investment Policy Statement Consultation and Creation • Investment Portfolio Management and Asset Allocation • Aligning Portfolios with Intent to Achieve Goals • 401(k) Fund Lineup Review This is a personal profile; Views and opinions expressed here are personal and not representative of my employer.
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