James Wylie
Advisor at Intech
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
James Wylie is a financial advisor with Intech, holding a Series 63 designation and bringing 29 years of industry experience. His prior roles include positions at MacKay Shields, Spouting Rock Asset Management, and Foreside Financial Services. At Intech, he serves as Senior Managing Director and Head of Distribution, focusing on providing investment solutions globally. Intech offers discretionary equity portfolio management to a variety of institutional clients, including pension plans, foundations, sovereign-wealth funds, and government entities. The firm employs a mathematical and systematic investment approach based on Stochastic Portfolio Theory and is employee-owned with a strategic partnership involving the Texas Permanent School Fund.
Fee options
Flat fees are offered as part of fee arrangements, specific amounts not disclosed.
Performance-based fees are individually negotiated; specific rates not disclosed.
Location
Washington, DC
Most active in
James W has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Foreside Financial Services, LLC
2025 - Present (1 year)
Intech Investment Management LLC
2024 - Present (2 years)
Independent Consulting
2023 - 2024 (1 year)
Foreside Fund Services, LLC
2022 - 2023 (1 year)
Spouting Rock Asset Management, LLC
2020 - 2023 (3 years)
Spouting Rock Capital Advisors, LLC
2020 - 2021 (1 year)
Comstock Global Partners LLC
2019 - 2020 (1 year)
MacKay Shields
2015 - 2019 (4 years)
NY Life Distributors
2015 - 2019 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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