Creating a sound blueprint for the future
For over 40 years, Amalgamated Bank has been a stable and reliable source of investment management services.
Our experienced team works with you to provide a flexible set of options, approaching each investment with discipline and integrity.
Senior Vice President
Chief Trust Officer
Responsible for overseeing Investment Management, Sales and Client Service, and Trust and Custody banking products, Jim has over 25 years of experience in pension and investment management, real estate and capital markets. Prior to joining Amalgamated, Jim worked at the AFL-CIO Investment Trust Corporation, where he led marketing, investor relations and labor relations efforts with Taft-Hartley and public fund investors in the AFL-CIO's Building Investment Trust and Equity Index Fund. Previously, he served in a similar role with the AFL-CIO Urban Development Fund and the AFL-CIO Housing Investment Trust, where he was also a member of the Portfolio and Investment Committees.
in custody and investment assets under management
meeting high standards of social and environmental performance, accountability and transparency
helping those who do good, do better