James O’Leary


GIPS Compliance Analyst

BNY Mellon Asset Management North America


James O’Leary is the GIPS Compliance Analyst at BNY Mellon Asset Management North America responsible for performance oversight and GIPS compliance for a firm managing a range of assets classes and investment strategies including Active Fixed Income, Active Equity, Indexing, Multi-Asset & Multi-Factor Smart Beta. Previously he was the Director of Performance at BNY Mellon Asset Management Operations responsible for Performance, Attribution/Risk and GIPS compliance for multiple boutiques specializing in a range of assets classes and investment strategies under the BNY Mellon Asset Management umbrella and also served as a Compliance Officer for Standish Mellon Asset Management and was a GIPS/Performance analyst at Evergreen Investment Management Company prior to joining BNY Mellon Asset Management.

James is a volunteer with CFA Institute. From 2014–current, he has served on the United States Investment Performance Committee (USIPC), which is the official local country sponsor for the Global Investment Performance Standards (GIPS) in the United States, and was a member of the GIPS Nominations Committee in 2014.


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