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).