James McAllister

James oversees the Asset Management team, which is responsible for due diligence and portfolio management of the Preferred Portfolio Services® (PPS) Select models. He also manages the PPS Select Equity Separately Managed Accounts (SMA), including Equity Income, Sustainable All-Cap, and Disciplined Growth.

In addition to earning a BS in finance from Lehigh University, James is a Chartered Financial Analyst® (CFA®) charter holder. Prior to joining Commonwealth, James was a fundamental equity research analyst for Loomis, Sayles & Co. and a research analyst at State Street Global Advisors in the U.S. active quantitative group