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Partner
Client Advisory
James is a Partner based in Jackson, Wyoming. He has over 20 years of investment advisory and portfolio management experience for high-net-worth clientele.
Prior to joining Cerity Partners, James was a Senior Vice President, Portfolio Manager for First Western Trust in Jackson, WY. He was a Partner and Portfolio Manager for Thermopolis Partners, LLC, in Jackson, a Long/Short and Long-only fund manager focused on income-producing real-asset equities. He started his career in New York as an Analyst with Houlihan, Lokey, Howard & Zukin.
James enjoys spending time with his two daughters and his dog, Pickle. In his spare time, he enjoys golfing, fishing and boating, and in the winter months you can find him hiking Snow King or skate-skiing.
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