James (Jimmy) McShane


Jimmy originally joined the Firm in 2007 through 2009, and rejoined in 2015 as a member of the Firm’s wholesaling team.  He is responsible for the sale of mutual funds, separate accounts and private funds to financial advisors at national, regional, and independent broker dealers. Jimmy has been in the financial services industry since 1991, most recently, from 2009 to 2015, as a Vice President of Sales at Virtus Investment Partners, Inc.  Previous to that, he was a Senior Vice President at AIG SunAmerica and a Vice President with Natixis Global Asset Management.  Jimmy received a BS from Stonehill College in 1991.