Full Name
James Viceconte
Job Title
Head of Investment Product
Company
Citizens Bank
Speaker Bio
James (Jamie) Viceconte joined Citizens Securities Inc. as Head of Investment Product in 2022. He is responsible for the curation and management of the investment product suite of ETFs and Mutual Funds, and portfolio models constructed with these products. 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