James McCourtney

Sr. Portfolio Manager

James McCourtney

As a Senior Portfolio Manager, Jim’s primary focus is portfolio management for individual and institutional clients. He works with Wealth Management Advisors, Trust Officers and bank partners to customize client portfolios based on each clients’ unique needs. His main priority is managing each client’s portfolio to align asset allocation with specific client goals. As a senior member of the Asset Management Team and member of Bremer’s Investment committee Jim provides input into Bremer’s overall investment strategy including leading equity research and strategy efforts.

Jim has worked in the investment industry for more than 27 years and has expertise in portfolio management, equity analysis and trust.

Insights from James

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Model return comments: Q1 2021

Stimulus payments and the economic recovery have all eyes on interest rates. Equity markets as well as Large Cap, Mid Cap and Small Cap continue to perform well.

Wealth Insights