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Jim Russo, CFA

Senior Principal

Client Advisory

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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