Jim is a Portfolio Manager with 1919 Investment Counsel, LLC. He has more than 15 years of experience in the financial services industry, focused on equity analysis and managing portfolios for individuals, families, foundations, endowments and institutional clients.
Before joining 1919 Investment Counsel, Jim was a Portfolio Manager with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates, Jim was an Investment Analyst at ArrowMark Partners in their Larkspur, California office. Earlier, he spent approximately a decade as a Research Analyst and Portfolio Manager at Aster Investment Management in San Francisco.
Jim received his BA from UC Berkeley and an MBA from the University of Southern California. He holds the professional designations of Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®) and is a member of the CFA Society of San Francisco.
Outside of work, Jim enjoys playing the guitar, playing soccer and spending time with his wife and two kids.