Jim Foster is Chief Investment Officer and Managing Director of Greycourt and serves as a member of the management committee. As Chief Investment Officer, Jim leads Greycourt’s investment committee to determine the firm’s capital markets views and overall investment philosophy and process. In addition to his duties as Chief Investment Officer, he advises wealthy families and institutional clients on strategic and tactical asset allocation and investment strategy as a member of Greycourt’s advisor team.
Jim has had a long investment career as a market maker in mortgage-backed securities, structurer of complex equity derivatives and swaps, and developer of analytics and simulation techniques to evaluate complex assets and support dynamic decision making. He has worked extensively across investment management, consulting, and distribution serving as a fiduciary and advising clients on asset-liability matters, after-tax asset allocation, manager structure and selection, performance analysis, and specific fiduciary and investment issues associated with concentrated securities positions.
Jim taught for several years as an Adjunct Assistant Professor of Finance in the Stern School of Business at New York University and is currently an Adjunct Professor of Finance at Carnegie-Mellon University in the Tepper School of Business.