Jim joined the leadership team at Certeza Asset Management in 2019 to focus on the day-to-day operations, compliance, business development and marketing. He is a member of the investment committee.
Prior to Certeza, Jim held various roles at Goldman Sachs both in the US and Europe during a 12-year career with the firm. Areas of focus included quantitative portfolio management and risk management for large institutions. Additionally, he was a private wealth advisor to family offices, non-profits and UHNWIs.
He holds a B.S. in Finance from Utah State University (Jon M. Huntsman School of Business), a Masters in Finance from the London Business School and is a Chartered Financial Analyst Institute (CFA) Charterholder.