James J. Kilbane
Managing Director
Institutional Sales & Marketing

Chicago, IL
312.595.6761

Area of Focus: Investment Management

Profile:
  • Responsible for client servicing and consultant relations
  • Accomplished professional with 27 years of experience in client service, institutional marketing and consultant relations
  • Most recently served as managing director and head of consultant relations for Columbia Management/Stein Roe & Farnham. Previously was a senior vice president and director at Putnam Investments.
  • Holds Series 7, 26, 65 and 63 securities licenses
Accomplishments:
  • Frequent speaker on the consultant-client-investment manager relationship
Education:
  • B.A., Wabash College
  • M.B.A., DePaul University
Affiliations:
  • Association for Investment Management Sales Executives (AIMSE), member
  • Board of Trustees, Wabash College, member
  • The Bond Council of Mt. Carmel High School, member
  • Association of Governing Boards of Universities and Colleges, member