As Head of Strategy, Jim is responsible for reviewing, researching and developing investment strategies, monitoring industry trends, analyzing data, and communicating critical information to our investment professionals. Jim is a Chartered Financial Analyst and is a graduate of Tufts University and the University of Chicago Booth School of Business.
Prior to joining our firm, he was the Chief Investment Officer for Reliance Trust Co. of Georgia. He began his career in financial services as an Equity Analyst before joining Morningstar’s institutional consulting and asset management group and established Morningstar’s European consulting and asset management business in London. Originally from New York, Jim spent 15 years living in Chicago before moving to Atlanta in 2012 to work as an Investment Strategist for AIG Advisor Group.
In his free time, Jim enjoys playing tennis, golf, and basketball. He also loves the Oklahoma Sooners and the Pittsburgh Steelers. He and his wife reside in Atlanta with their three children and dog.