Jim has more than 30 years of experience in the financial services industry, specializing in investment management of high net worth personal trust accounts, portfolio strategies, research, asset allocation, and trade execution. Jim’s duties also involve client investment reviews, client and prospect proposals, and mutual fund and stock due diligence.
Jim received his Bachelor of Arts degree in Business Administration and his Master of Business Administration in finance from the University of St. Thomas. A Chartered Financial Analyst (CFA®), he is a member of the CFA Institute of the Twin Cities Society of Security Analysts.