Jim has been in the investment management industry for over 20 years working with high net worth individuals and family groups and joins Capital Planning Advisors as a Portfolio Manager and VP of Investment Research. Most recently he was the senior partner for Legacy Capital Management, a boutique investment adviser where he managed the investment process, portfolio management, operations and compliance.
Jim’s career started with a real estate syndication firm where he gained exposure to commercial real estate, taxation and new product development. Jim’s investment experience involves managing risk in client portfolios through bull and bear markets with rigorous, bottoms-up securities analysis along with a top-down, macro outlook designed emphasizing preservation and grow of capital. He especially enjoys the analytics of the markets as well as helping clients with their goals and objectives surrounding their wealth.
Jim is a member of the CFA Society Sacramento and holds a Bachelor of Science Degree in Finance from the University of Colorado, Boulder.
In his spare time, Jim with his wife Amanda and their two boys, James and Ian, enjoy exploring the outdoors of the Sierra Nevada mountains and the beaches of California.