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.
