Jim serves as an Adviser on our Investment Team, where he helps Minnesota and Wisconsin clients with public funds portfolio strategy, development and management. He brings more than 13 years of retail and institutional investment experience to the firm, most recently working as a Vice President and Financial Consultant with a national brokerage firm, where he managed a practice of 300 high-value relationships totaling over $500,000,000 in assets.
Originally from Minnesota, Jim went to college and worked in Colorado for several years, before returning home during COVID. In his free time, he enjoys camping, fishing, snowboarding, hiking, live music, and spending time with friends and family.
- Investment Management
- Trading Operations
- Cash Flow Analysis & Forecasting
- Portfolio Strategy & Development
Bachelor’s Degree in Economics, Fort Lewis College, Durango, Colorado
Licenses & Certifications
Series 7 FINRA License: General Securities Representative
Series 66 FINRA License: NASAA Uniform Combined State Law
Certified Public Funds Investment Manager