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Biography

Jim is a Partner in the Maryland office. He brings over 30 years of investment experience to Cerity Partners.

Prior to joining Cerity Partners, Jim served as a Senior Vice President and Portfolio Manager at Maryland Capital Management where he oversaw several of the firm’s investment strategies in addition to affluent client portfolios. Before his time at Maryland Capital Management, he worked as a Senior Investment Counselor for PNC/Hawthorn. Prior to that, Jim was a Managing Director at BlackRock Inc. He also spent 9 years at Legg Mason Investment Counsel as Managing Director and Senior Portfolio Manager.

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Education

  • B.S. in Finance from Towson University
  • B.A. in Economics from Towson University
  • MSF from Loyola University of Maryland

Highlights

  • Chartered Financial Analyst®
  • Member of the CFA Society and CFA Society of Baltimore
  • Previous Board of Directors member of two-term President of the CFA Society of Baltimore

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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.