About
James S. McConnel serves as a Portfolio Manager at Mitchell Sinkler & Starr in Wilmington, DE, where he oversees client investment portfolios and plays a key role in proxy voting and compliance committee work. He provides hands-on, customized investment management for individuals, families, and organizations, maintaining long-term relationships and tailoring solutions to specific client needs.
His investment expertise spans public equities and fixed income across sectors, with a particular focus on constructing diversified, risk-adjusted portfolios for high net worth clients and institutions. Prior to his current role, McConnel was the Chief Financial Officer at Montgomery School and previously served as Vice President at Goldman Sachs, where he gained experience in financial operations, investment analysis, and strategic management.
James holds an MBA from the University of Virginia Darden School of Business and a Bachelor’s Degree from Davidson College. His background in both institutional finance and the non-profit sector positions him as a knowledgeable advisor with a comprehensive understanding of asset allocation strategy, regulatory best practices, and client service excellence.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| MITCHELL SINKLER & STARR | Portfolio Manager | Sep 2021 to Present | — |
| Montgomery School | Chief Financial Officer (CFO) | Jan 2018 to Sep 2021 | — |
| Goldman Sachs | Vice President | Jan 2015 to Jan 2018 | — |
| Chatham Financial | Director | Jan 2006 to Jan 2015 | — |
| UBS Investment Bank | Associate Director | Jan 2002 to Jan 2006 | — |
| ASCOA | Vice President of Finance | Jan 1999 to Jan 2001 | — |
| J.P. Morgan | Equity Research Associate | Jan 1997 to Jan 1999 | — |
| Citi | Equity Research Assistant | Jan 1996 to Jan 1997 | — |
Education
University of Virginia Darden School of Business
Master of Business Administration (M.B.A.)
2001 — 2003
Davidson College
Bachelor's Degree
1992 — 1996
Groton School
High School
1988 — 1992
Shady Side Academy
Skills & Expertise
Others at Mitchell Sinkler & Starr/pa (3)
| Name | Role | Location |
|---|---|---|
| Vice President, Principal, Portfolio Manager | Newtown Square, PA , United States | |
P Peter Toscani | Vice President, Principal, Portfolio Manager | United States |
| Portfolio Manager | Philadelphia, PA , United States |
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