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Biography

Jim is a Senior Principal in the New York office, managing Cerity Partners OCIO client portfolios. He is also a member of the Cerity Partners OCIO Investment Committee.

Before joining Cerity Partners, Jim was an Executive Director and Client CIO at TIFF Investment Management. Prior to TIFF, he was a Partner, Managing Director, and Senior Consultant at Colonial Consulting, serving as the sole investment consultant to numerous endowments and foundations. Jim’s earlier roles include US equity portfolio manager positions at Alliance Bernstein and JP Morgan Investment Management. He started his career as a buy-side equity analyst at Dreyfus.

Learn more about Cerity Partners OCIO.

Education

  • MBA from New York University's Stern School of Business
  • BBA from Hofstra University

Highlights

  • Chartered Financial Analyst (CFA)
  • Member of the CFA Institute

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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.