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 1990’s. This experience affords him the opportunity to better understand the day-to-day complexities Cerity Partners’ clients face in running their businesses.
Jim earned his Bachelor’s degree from the University of Virginia and his Master of Business Administration from the Darden School of Business. He holds the Certified Financial Planner (CFP) designation.
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