Client Portfolio Manager
Wintrust Private Trust Company
James D. Brown is a Client Portfolio Manager at Wintrust Private Trust Company, bringing more than six years of experience across investment research, client portfolio management, and personal finance. He manages portfolios aligned with client’s investment objectives, working closely with other Wintrust business partners to provide holistic wealth management.
Prior to joining the firm, James spent several years at American Century Investments as a Client Portfolio Manager Analyst. In that role, he provided high-touch engagement and investment analytics for institutional and intermediary clients. His work included supporting business development, retention, and investment team collaboration—experience that continues to shape his client-first approach at Wintrust Private Trust Company.
James graduated from the University of Missouri-Kansas City with a master’s degree in finance and is currently pursuing the Chartered Financial Analyst® designation to deepen his portfolio management and capital market acumen. Based in Chicago, he is committed to financial stewardship and community service.
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