Jim has been in the investment management industry for over 25 years working with high-net-worth individuals, family groups and business owners. He serves Capital Planning Advisors as a Portfolio Manager and VP of Investment Research. He has held senior management positions in Investment Advisory activities for boutique investment management and hedge funds, and has experience in 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-economic outlook, emphasizing preservation  and growth 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® Institute and holds a Bachelor of Science Degree in Finance from the University of Colorado, Boulder.

In his spare time, Jim with his wife Amanda enjoy exploring the outdoors of the Sierra Nevada mountains and the beaches of California.