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James Fives is a finance professional with a robust background in investment management and account consulting. Currently serving as a National Accounts Consultant at Zacks Investment Management since August 2023, James focuses on building partnerships with turnkey asset management platforms and Registered Investment Advisors. Prior to this role, James worked at Orion from June 2019 to July 2023, where responsibilities included leading the portfolio construction process for high-net-worth clients as an Investment Strategist, along with prior roles as a Financial Analyst and Operations Associate. James also gained early experience in financial markets as a National Accounts Intern at Orion and a Marketing Intern at Alliance Marketing Partners. James holds a Bachelor of Science in Finance from Loyola University Maryland and has a foundational education from The Hill School.