James Bentley is a Portfolio Manager at Wealth Stewards and is a member of the investment committee. In this role, he is responsible for completing in-depth due diligence on stock investments and analyzing alternative opportunities with external fund managers.
James joined Wealth Stewards in 2018 as an Associate Financial Planner. Working alongside the wealth advisors, he helped to develop in depth, comprehensive financial plans for their clients. Beginning in early 2019, he began to transition to a portfolio management role. James now does analysis on investment ideas, developing a full understanding of the opportunities and risks our investments have.
Prior to joining Wealth Stewards, James was enrolled at the University of Waterloo and earned an Honours degree in Mathematics / Business Administration. While attending university, he interned for a variety of public, private, and governmental enterprises gaining experiences in many different aspects of the finance industry. Since graduating, James has completed the CFA program and became a CFA Charterholder in 2022.
In his spare time James enjoys spending time outdoors, exercising, hiking, and traveling.