Jim is a Portfolio Analyst at the firm and supports the Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, he is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries.
He graduated from the Boston College Carroll School of Management with a bachelor’s degree in Finance and Business Analytics. During his time at Boston College, Jim was a member of the Club Golf Team, contributed to The Beacon Street Buzz podcast, and was active in Park Terrace.
Originally from the Philadelphia area, Jim is a lifelong Philadelphia Phillies fan. Outside of work, he enjoys golfing, following Philadelphia sports, and spending time with friends and family.