James Birdwell

James Birdwell is a Principal, Managing Director, and Portfolio Manager at Aristotle Capital Management, LLC, based in Los Angeles, California. In this capacity, he plays a key leadership role in overseeing the firm's private client group, managing portfolios for high-net-worth individuals and institutions, and directing strategic investment initiatives. His responsibilities focus on delivering tailored investment solutions and ensuring robust client service within the firm’s wealth-management division.

Birdwell’s investment expertise spans equity, fixed income, and balanced portfolio management, with a particular focus on wealth management for high-net-worth clients. Throughout his career, he has concentrated on navigating diverse market sectors, supporting client objectives while maintaining a disciplined, analytical investment approach. He is known for his commitment to sustainable, value-driven investing and strategic asset allocation decisions.

Prior to joining Aristotle Capital, Birdwell co-managed Reed, Conner & Birdwell, LLC (RCB), where he built substantial experience in portfolio management and client advisory services. He began his finance career with analyst roles at Farmers Insurance and Dean Witter, reflecting a robust grounding in research and institutional advisory. Academically, he holds a Bachelor of Arts from the University of California, Berkeley, and an MBA in Finance from the University of Southern California, further supporting his leadership in investment management.