James Rhodes

James Rhodes, CFA, CFP, CAIA, currently serves as a Business Development Executive at Douglas Elliman Real Estate, specializing in residential and commercial real estate sales since 2017. In addition, James has been the Head of Bank Balance Sheet Strategy at Maxim Group since 2015, focusing on regional and community bank groups. Previously, James held key roles at UBS Wealth Management as the Head of Interest Rate Solutions and at LTV Trade as the Chief Compliance Officer. Additional experience includes leadership positions in commercial mortgage backed securities strategy at Countrywide Securities and structured products strategy at Credit Suisse. James’s educational background includes a BS in Economics from the University of Pennsylvania and an MBA and MS in Finance and Statistics from New York University, respectively.