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Biography

Jim is a Partner in the Virginia office.

Prior to joining Cerity Partners, Jim served as a Principal and Portfolio Manager at Palladium Partners LLC. His extensive experience helping individuals and organizations spans over 20 years in portfolio management. After a stint in management consulting post-graduate business school, Jim worked in industrial manufacturing during most of the 1990s. This experience affords him the opportunity to better understand the day-to-day complexities Cerity Partners’ clients face in running their businesses.

 

Learn more about my practice.

Education

  • Bachelor’s degree from the University of Virginia
  • MBA from the Darden School of Business, University of Virginia

Highlights

  • Past Rector & Board Member , Eastern Virginia Medical School
  • Chair, Educational Foundation for Old Dominion University
  • Chair, Investment Committee, City of Norfolk Employees' Retirement System
  • President, Southeastern Virginia Diocesan Foundation
  • Board Member, Southern Bank

Q & A

How would you describe your best day doing what you do?

Winning business. Stopping clients from making poor financial decisions. Encouraging staff to grow in their jobs and pursue a greater role in the firm.

Why is your specialty important, especially today?

Market volatility creates uncertainty and anxiety. Being in the present for employees and clients is important to temper this anxiety.

Was there a specific incident in your life that made it clear you were made for this career?

The day I realized how poorly prepared even the most sophisticated clients are able to manage their personal financial affairs. The knowledge base is asymmetric in these relationships, and always needs to be treated respectfully.

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.