Jim joined Fiducient Advisors in 2004. As a Partner and Senior Consultant, he services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. In 2012, Jim was a contributing author to Nonprofit Asset Management (John Wiley & Sons).
Prior to joining Fiducient Advisors, he was VP & Senior Consultant, Investment Risk & Analytical Services for The Northern Trust Corporation. Jim obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and he is a member of the Investments & Wealth Institute™. He received a BBA in Finance from the University of Iowa. When not spending time with his two young children, Jim enjoys exercising and attending concerts and sporting events.
