Expertise
Jim is responsible for providing holistic wealth management services for individuals and families, privately held businesses, family offices and foundations and endowments. Jim as expertise in comprehensive financial planning, estate planning, insurance and investment planning/management.
Experience
Jim has more than 30 years of financial service experience. Prior to joining Northern Trust in 2020, Jim served as Managing Director at Lenox Advisors in Chicago for more than 18 years.
Community Involvement
Jim is a board member for Goodwill Manasota in Bradenton, Florida. Jim actively volunteers in the Chicago community with Mercy Home for Boys and Girls, Sonia Shankman Orthogenic School, and The Mayo Clinic.
Joined Northern Trust
2020
Education
Bachelors in business from Louisiana State University