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James Koltes

Senior Vice President–Investments

Financial Advisor

Mr. Koltes has served on the Executive Committee of the Council of Institutional Investors of which he was a founding member. From 1981 through 1984, he was the Founding Chairman of the Investment Committee of the District of Columbia Retirement Board, which was the first federally mandated public pension system. In addition, he has served as the Chairman of the Washington Area Investment Forum, is a member of the Economic Club of Washington, DC., and a Knight of Malta.

Registered States:
  • CA
  • CT
  • DC
  • FL
  • GA
  • KY
  • MA
  • MD
  • MN
  • NC
  • NY
  • OH
  • SC
  • SD
  • TX
  • VA
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
  • (202) 585-5455

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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