James McDonald is a 25 year veteran of the investment industry and was named one of America’s top 10 investment advisors by ETF.com in 2012. A frequent lecturer and conference speaker, he is a nationally recognized expert on the topics of Macroeconomics, Event Driven Investing, Growth Investing, Portfolio Construction, Index Investing, Exchange Traded Funds, Digital Currencies, and Index Linked Derivatives. Having directly traded over $10 billion in US Equity Index Options volume over his career, James’ deep expertise in Options trading differentiates him from virtually all other financial advisors.
James has held senior roles with Fortune 500 investment firms in brokerage, wealth management, portfolio management, and trading. Prior to founding Hercules Investments, LLC in 2019, he was CIO of Vishnu Wealth Management and CEO and founder of Index Strategy Advisors, Inc. (ISA) where he led the firm for 9 years.
Prior to ISA, he was Director of Strategy for the $12 Billion Wealth Management group at BBVA Compass. Mr. McDonald is the co-author of the book “How to Invest in Bitcoin by two Harvard Minds”, and graduated from Harvard University with a Bachelor’s degree in Economics.