Jim Sia, CFA

Biography

Jim Sia is the Head of Global Relationship Management at Loomis, Sayles & Company. In this role, he ensures that the Relationship Management Group delivers effective communication and service to all clients. Jim works closely with portfolio managers, relationship managers, investment strategists and marketing and sales staff as well as other relevant stakeholders to develop and implement policies and procedures for serving existing institutional clients. He joined Loomis Sayles in 2017 and has 36 years of investment industry experience. Prior to Loomis Sayles, Jim was director of sub-advisory and defined contribution at Standard Life Investments, responsible for developing and executing strategic direction for institutional client segments, including direct calling on prospects, joint development efforts with clients and a co-coverage model for diversified prospects.

Prior to this, he was a specialty team leader for sub-advisory and defined contribution at GMO, LLC, where he established direction and executed business strategy for sub-advisory and defined contribution initiatives, and was responsible for client inventory, gap assessment, strategy refresh, client relationship leadership, and client management. Before joining GMO as a defined contribution practice leader, Jim was director of defined contribution and an associate partner at Wellington Management Company, leading a team focused on growth and servicing of investment only defined contribution assets, specifically and across their Americas Institutional Group, and was responsible for key strategic initiatives including marketing, business development, relationship management and support of research and product development. He has also held positions at Charles Schwab, Credit Suisse First Boston and Fidelity Investments. Jim earned a BS in finance, investments, and economics from Babson College and an MBA from Boston University Questrom School of Business. He is a CFA® charterholder.

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