Western Asset Management (“WAM”) (1998-2016)
CEO of Western Mortgage Capital Corp. (WMC), a publicly traded REIT sponsored by WAM
Director of Portfolio Operations
Global Head of Client Service and Marketing

Prior to WAM, Mr. James was a Portfolio Manager at JPMorgan Investment Management, Mellon Bank, London and Drexel Burnham Lambert. He graduated from Kingston University with a BSc (Honors).

Western Asset Management (2002-2016)
Head of Product Development and Product Management
Head of retail and sub-advisory business

Prior to Western, Mr. Plotsky was Head of Global Client Service and Marketing at CDC Investment Management (now part of Natixis) and was responsible for product management and structuring. He was a Portfolio Manager at Advisors Capital Management, Equitable Capital Management and Hutton Risk Management. He has an MBA from New York University, Stern School of Business.

Andrew is a partner of Uinta Investment Partners. Andrew joined us through the merger of AIS and Uinta in January of 2024. He is also the co-founder and president of Castle Hill Capital Partners.

He has 25 years of investment management and marketing experience in hedge funds, private equity, and public/private companies. Prior to founding Castle Hill Capital Partners in 2014, he was the Head of Capital Introduction with three different prime brokerage platforms with the most recent being Lazard Capital Markets in 2013. Before entering financial services, he was a teacher and entrepreneur in Southeast Asia.

Andrew earned a BA in Economics from Haverford College (1993) and studied at the National University of Singapore (1991).

Corey joined Uinta in February of 2025 as a Portfolio Analyst. Corey was the analyst for the Uinta Income Fund at SEI and has extensive experience with Uinta, portfolio accounting and operations.

Prior to joining Uinta, Corey worked at Stone Coast Fund Services and at SEI.

Corey graduated from Indiana Wesleyan University in 2019 with a Masters degree in Accounting. Corey also received a BS in Finance from Ball State University and graduated with honors.