The content on this website is intended for investment professionals and institutional asset owners. Individual retail investors should consult with their financial advisers before using any of the content contained on this website. Breckinridge uses cookies to improve user experience. By using our website, you consent to our cookies in accordance with our cookie policy. By clicking “I Agree” and accessing this website, you represent and warrant that you are agreeing to the above statements. In addition, you have read, understood and agree to the terms and conditions of this website. The content on this website is not intended for use or distribution outside of the U.S., unless permitted by applicable law.

Consultant Relations

James Spidle, CFA

Head of Strategic Partnerships

James is Head of Strategic Partnerships at Breckinridge. In his role, James manages many of the firm’s institutional relationships and focuses on developing the firm’s strategic partnerships. He joined the firm in 2010 and has over 22 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.