James Battmer currently serves as Chief Economist & Investment Officer for Summit Wealth Strategies, LLC. In his role, James is responsible for providing executive oversight of the firm’s investment strategy and execution, in addition to overseeing all institutional and high-net-worth client accounts. James has 18 years of experience in the industry, his expertise lies in macroeconomic policy, fixed income management and equity selection.
Prior to joining Resources Investment Advisors, James served as Vice President at UMB Bank.
James attended the University of Montana from 1998-2002, he later went on to earn his Masters of Economics and Economic History at the London School of Economics from 2008-2010.