Jim’s extensive mutual fund industry experience, coupled with his strong leadership and relationship management skills, makes him an asset to any team. Clients appreciate his easygoing, approachable nature and wide-ranging technical knowledge.
With more than 30 years of investment industry and mutual fund experience, Jim offers insight from various perspectives. His background encompasses working for an investment advisory firm, third-party fund administrators and serving as president of a sizable multiple series trust. In his current role, Jim specializes in audits of mutual funds and collective investment trusts.
Jim lives in Brookfield, Wisconsin. He enjoys spending time with friends and family, especially his eight grandchildren. An avid Wisconsin sports fan, Jim loves golf but admits … he is horrible at it!