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Consultant Relations

James Spidle, CFA

Senior Vice President

James, senior vice president, is a consultant relations manager at Breckinridge. He is a member of the firm’s Risk Committee. In his role, James assists in setting overall consultant relations and business development strategy and manages many of the firm’s institutional relationships. He joined the firm in 2010 and has over 19 years of investment industry experience. Prior to Breckinridge, he spent over 8 years at Gannett Welsh & Kotler LLC. where his primary responsibilities included business development and relationship management within the firm’s Sales and Client Service group. He started his career in the mutual funds department at Loomis Sayles & Company, first as an associate in the sales and marketing group, then as a quantitative/performance analyst in the fund administration group. James is a member of the CFA Society Boston, Inc. James received a B.A. in psychology from Colby College. He holds a Series 65 license and is a CFA® charterholder.