James is originally from New York but spent 15 years living in Chicago before moving to Atlanta in 2012 to work as an investment strategist for AIG Advisor Group. He started his career in financial services as an equity analyst before joining Morningstar’s institutional consulting and asset management group. After six years he moved to London to start Morningstar’s European consulting and asset management business before returning to Chicago in 2009. From there he moved to Atlanta where most recently he was the CIO for Reliance Trust Co. of Georgia. He is a graduate of Tufts University and the University of Chicago Booth School of Business. Jim is also a Chartered Financial Analyst (CFA).
In his free time Jim enjoys playing tennis, golf, and basketball. He also loves the Oklahoma Sooners and the Pittsburgh Steelers. Jim is married and lives in Sandy Springs with his wife, three kids and their dog.