Full Name
James Viceconte
Job Title
Senior Vice President, Investment Product Head
Company
Citizens Securities Inc.
Speaker Bio
James (Jamie) Viceconte is a Senior Vice President and Investment Product Head in the Investment Strategy and Solutions Group with Citizens Securities Inc. (CSI). He is responsible for the curation and management of the investment product suite of Mutual Funds, ETFs, and SMAs, and portfolio models utilizing these products. Jamie also oversees a team that supports CSI advisors in their client portfolio construction and management needs. He has over 30 years of experience in financial markets focused on a broad array of public and private equity and fixed income products.

Prior to Citizens, Jamie worked in a portfolio management and investment product marketing capacity at FolioBeyond, LLC, a fintech focused on using ETFs for algorithmic portfolio management, and at Versatile Capital Management, LLC, as an investment advisor constructing factor-based ETF portfolios. Jamie also has an extensive background in public and private MBS and ABS markets. He was a portfolio manager with Alliance Bernstein, LP, and held several senior positions in the Global Markets division of Citigroup and its predecessor firm Salomon Brothers Inc.

Jamie has an MBA from the University of Chicago Booth School of Business and a BS from Fordham University. He also holds a CIMA® certification.
James Viceconte