James Genske is the Director of Research and a Portfolio Manager with Resonant Capital Advisors. He helps oversee outside manager due diligence, provides expertise analyzing global macro-economic data, and constructing and analyzing asset allocation portfolios.
Prior to Resonant, James was an Investment Analyst at Madison Investment Advisors from 2015 to 2018, where he worked with the Wealth Management and Asset Allocation teams. As a member of the Asset Allocation team he was responsible for providing investment research, performance attribution, and the communication of market views and positioning as part of a sub-advisory relationship with Goldman Sachs, managing their target date funds.
His background also includes expertise in trading, having spent 6 years on a trading desk, then helped oversee the trading department while also working as a PM on the Investment Committee while at SVA Plumb (2008 – 2015). He also worked for a multi-family office where he handled customized client performance reporting and presentations for ultra-high net worth clients (2006 – 2008).
He holds a Finance degree from the University of Wisconsin-Milwaukee and is a CFA® charter holder. James and his wife Jen reside in Madison and have two children.
The Checklist Manifesto by Atul Gawande – It provides an excellent blueprint for creating some structure that can help remind users of important items, and ultimately help you to avoid making otherwise avoidable mistakes. I have incorporated checklists into our strategy screening process, which helps to ensure the same set of factors are reviewed every time we go through that part of our due diligence.
Most weekends you’ll find my wife and I chasing after our two kids (9 and 3) trying to keep up with all their activities; going on bike rides, helping coach my daughter’s soccer team, visiting with friends and family, and trips to Home Depot for the kid’s workshops and a hotdog. In my free time, you’ll often find me in the garage, standing behind my table saw working on a woodworking project, typically building furniture.
A summer job during high school working in the Auto Glass Specialist distribution warehouse. I would come in each morning to a long list of windshields that needed to be located and then loaded onto different trucks that would deliver supplies to all the service centers. I can remember some long days as I had also picked up a part-time job working at a clothing store.
I started playing the drums back around 2003 and played regularly for a couple years, but that hobby has taken a backseat over the years. Would be pretty cool to snap my fingers and have professional level drum chops.
We picked up an espresso machine a few years ago. My daily routine before I do anything else now consists of making myself a café mocha. And when driving into the office, I’ll wait to drink it until I get to my desk, as I update my performance attribution models and start going through the latest market research.