James K. Ho, CFA

Jim has over 33 years of investment management experience. He is a Managing Director and Principal of the firm.

Prior to West Branch Capital, Jim was a fixed income Portfolio Manager at John Hancock Advisors. At John Hancock Advisors, he managed the $4.9 Billion Active Bond Strategy Fund. Previously, he managed the John Hancock Tax Exempt Income Trust. Prior to joining John Hancock Advisors, Jim was a Senior Investment Officer at the New England, where he managed bond portfolios, including taxable and tax exempt mutual funds and separate accounts.

Jim is a CFA and a member of the Boston Society of Security Analysts. He was a featured guest on Wall Street Week with Louis Rukeyser, has made regular appearances on CNBC, and has presented at numerous conferences with a national audience.

Jim holds an M.B.A. from Columbia University, New York, as well as an M.S. in Applied Math and B.S. in Applied Math and Economics from the State University of New York at Stony Brook.

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