James Plante

As Investment Program Coordinator, James L. Plante focuses on the coordination of key client relationships, new product development, and special projects. James works alongside Portfolio Management and Investor Relations to serve assigned key clients in a day-to-day capacity. In the product development space, he acts as the project manager for certain new or auxiliary products.

James began at the firm in November of 2020 after serving as a Public Affairs Advisor for Olympus Energy (a Blackstone Portfolio Company), where he managed the government relations strategy. James also served in a variety of roles for former U.S. Sen. Pat Toomey (PA) and former U.S. Rep. Keith Rothfus (PA-12).

• MBA from the Monte Ahuja College of Business at Cleveland State University
• BS in Entrepreneurship with a minor in Political Science from Grove City College
• Named to the Pittsburgh Business Times 2020 30 Under 30 List
• Named a Rising Star in 2018 in the National Journal