About Jim
It was as a student at the University of Chicago that Jim was first introduced to the academic-based investing philosophy at the core of Focus Partners Wealth’s approach. Decades later, he sees that science being put to work every day on behalf of his clients, and in ways he never thought possible. By relying on evidence and a comprehensive approach to wealth management, Jim has built a rapport with his clients that keeps him excited to come to work each day.
Jim and his wife, Jann, have a daughter, Emily, who expanded their family by one when she recently married.
Education and Professional Milestones
- Northwestern University - Bachelor’s Degree
- University of Chicago - MBA
- Serves on the board of the Financial Executives Networking Group
- Prior to Focus Partners, has held roles as vice president and portfolio manager for First Bank Wealth Management Group and spent 18 years in Mobil Oil Corp.’s marketing division
It was as a student at the University of Chicago that Jim was first introduced to the academic-based investing philosophy at the core of Focus Partners Wealth’s approach. Decades later, he sees that science being put to work every day on behalf of his clients, and in ways he never thought possible. By relying on evidence and a comprehensive approach to wealth management, Jim has built a rapport with his clients that keeps him excited to come to work each day.
Jim and his wife, Jann, have a daughter, Emily, who expanded their family by one when she recently married.
Education and Professional Milestones
- Northwestern University - Bachelor’s Degree
- University of Chicago - MBA
- Serves on the board of the Financial Executives Networking Group
- Prior to Focus Partners, has held roles as vice president and portfolio manager for First Bank Wealth Management Group and spent 18 years in Mobil Oil Corp.’s marketing division