CFA, CAIA, Chief Investment Officer
As Chief Investment Officer, Jim is responsible for leading the firm’s investment research efforts, including asset allocation and investment strategy, manager search and selection, as well as ongoing manager evaluation.
He is also a member of the Investment Committee.
Prior to joining Pacific Portfolio, Jim worked for Smith Barney's Consulting Group, and brings with him over 20 years of experience serving the investment consulting needs of institutional as well as high net worth individual investors.
Jim holds both an MBA in International Banking and Finance and a Bachelor of Business Administration degree in International Business from the George Washington University.