President and Chief Investment Officer
As President, Jim Okamura leads the management team which is responsible for implementing all fiduciary, administration, operations, investment and compliance activities at First State. Jim serves on the Board of Directors as well as Chairing the Fiduciary Steering Committee and Investment Committee. Jim is also responsible for the overall strategic development and works closely with the leadership team to broaden the enterprise and footprint.
Jim recently served as the Chief Investment Officer and an Executive Director for Morgan Stanley Trust Services, which is part of Morgan Stanley Private Bank, NA. Jim graduated from Montclair State University with a Bachelor of Science degree in Finance. He has 28 years of financial, investment, and management experience with expertise in Trust Services and Wealth Management. He is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Accredited Wealth Management Advisor (AWMA). Prior experience includes Citigroup, Legg Mason, Smith Barney Asset Management, Smith Barney Private Trust, Merrill Lynch Trust Companies and First Fidelity Bancorporation.