Jim brings over 20 years of experience in the investment industry to CorePath Wealth Partners. His past roles include investment, operational, and leadership responsibilities. Jim served as Managing Partner and Chief Investment Officer for a $525 million wealth management firm. Prior to that, he spent 7 years in equity research with a team managing $1.4 billion for an institutional asset management firm.
Jim has a Bachelor of Science degree in Economics from Santa Clara University and earned a Masters of Business Administration from the University of Michigan’s Ross School of Business. He has earned the designation of Chartered Financial Analyst (CFA).