James Bumpus, CIMA

Head of Intermediary Markets


As Head of Intermediary Markets, Jim oversees the North America Intermediary sales organization.

SUMMARY

  • Oversees the internal and external Independent Advisor and Broker/Dealer divisions, Strategic Beta wholesaling, Business Development, and Sales Governance and Administration teams.
  • Joined one of the Columbia Threadneedle Investments firms in 2015
  • Held several roles at Putnam Investments, including head of strategic accounts
  • Served as a regional investment sales manager at Citizens Investment Securities and a financial advisor at Shearson Lehman Hutton
  • Member of the investment community since 1989
  • Holds the Certified Investment Management Analyst® designation

EDUCATION

  • University of New Hampshire, B.A.