With more than 15 years of experience in the financial services industry, predominantly in the areas of research and modeling as supported by technology, James Anderson is recognized as a champion of innovation and strategic growth. Having most recently been an investor in and managing partner of a financial technology venture, Norbury Financial Systems, LLC, James has a passion for challenging environments that present complex opportunities requiring original solutions.. Following on a successful tenure at FactSet Research Systems, Inc., a leading provider of information and analytical solutions to the financial community, James was approached by the founder and CEO of Norbury Financial lead their global consulting and sales efforts. This new venture provided research management, productivity, collaborative, compliance, and disaster recovery tools to the investment research community. During his tenure, Norbury proved its strategic importance in research and trading environments by winning marketing alliances with industry leaders in operational and trading/research services, respectively Linedata Services and Instinet, LLC (a wholly owned subsidiary of Nomura Holdings, Inc.). Prior to the global financial crisis, with letters of intent from iconic financial institutions like the NYSE (New York Stock Exchange) and a small but loyal and growing client base, Norbury was poised to foster a revolution in the management of research and communication between investment professionals and industry executives. Prior to Norbury, James was with FactSet Research Systems ultimately running their Northeast Region and leading it from worst to first among all regions globally as measured by revenue generation, profitability, and new market development. Under his leadership, the Northeast Region grew from roughly $17 to $36 million in annual revenue. His team negotiated the largest global enterprise contracts know to the company at the time, and navigated without loss (more often with significant addition to market share) ten of the largest client mergers known to the company. Before leading the region, James made his mark by personally generating 40% of its revenue (out of 6 sales executives), representing an additional $0.01 in annual EPS to the company’s common shares outstanding. Early in his time with FactSet, James earned the designation of Chartered Financial Analyst (CFA), acknowledged by The Economist as the “gold standard” among top-performing investment management professionals. The designation is recognized globally for its demandingly comprehensive requirements for proficiency in asset valuation. While working as a risk and insurance advisor and broker, James was instrumental in reviewing and updating their consulting, communication, and sales efforts. He was recruited to FactSet after completing Level I of the CFA program. Prior to his tenure in the insurance realm of the financial services industry, James worked for the seedling division within Mellon Bank that ultimately spun off and was reacquired as Russell-Mellon Analytics. For a number of years, James has been very active with the Boston Security Analysts Society (BSAS, the local chapter of the CFA Institute). In 2008 and 2009 he was responsible for reviewing and editing the full-length, six-hour, practice exam offered by the BSAS to other chapters and candidates globally in preparation for the Level II exam. (For more on the CFA Program see IntoOur5thDecade.pdf) Presently, James is beginning research into the nature and effects on the U.S. domestic and global economy of the potential shift toward greater use of renewable and or/sustainable resources, including policy implications and free market opportunities. In his spare time, James enjoys running, cycling, and golf and supports various educational and disease-related charities through organizing and/or participating in events related to each sport. He has helped raise many thousands of dollars while running in the Dublin and Boston Marathons, riding in the Pan Mass Challenge, and organizing an annual charitable golf outing in central Massachusetts. Beneficiaries include the Dana-Farber Cancer Institute, the Leukemia & Lymphoma Society, and the Epiphany School among others. James is a graduate of Kenyon College in Gambier, Ohio where he earned his B.A. in Economics.