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James McConnel

Portfolio Manager at Mitchell Sinkler & Starr/pa

Wilmington, DE , United States

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

OrganizationRoleDate RangeDetails
MITCHELL SINKLER & STARRPortfolio ManagerSep 2021 to Present
Montgomery SchoolChief Financial Officer (CFO)Jan 2018 to Sep 2021
Goldman SachsVice PresidentJan 2015 to Jan 2018
Chatham FinancialDirectorJan 2006 to Jan 2015
UBS Investment BankAssociate DirectorJan 2002 to Jan 2006
ASCOAVice President of FinanceJan 1999 to Jan 2001
J.P. MorganEquity Research AssociateJan 1997 to Jan 1999
CitiEquity Research AssistantJan 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

Risk Management
Financial Analysis
Financial Modeling
Finance
Investments
Analysis
Customer Service
Management
Due Diligence
Mergers & Acquisitions
Corporate Finance
Derivatives
Portfolio Management
Private Equity
Strategic Planning
Strategy
Trading
Valuation
Mergers and Acquisitions
Data Analysis
Marketing
Research
Microsoft Word

Others at Mitchell Sinkler & Starr/pa (3)

NameRoleLocation
Heather McMeekin
Heather McMeekin
Vice President, Principal, Portfolio ManagerNewtown Square, PA , United States
P
Peter Toscani
Vice President, Principal, Portfolio ManagerUnited States
Phillip Beckner
Phillip Beckner
Portfolio ManagerPhiladelphia, PA , United States

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