Jim is a Senior Vice President and Chief Investment Officer of Northern Trust’s Foundation and Institutional Advisors national investment team. Jim is responsible for guiding overall investment strategy and providing leadership for the design and implementation of a working investment process for the Foundation and Institutional Advisors practice. Jim serves on Northern Trust’s Investment Policy Committee (IPC) and Investment Guidance Committee (IGC) two firm wide investment committees responsible for overall investment policy and strategy at Northern Trust Company. He also serves as portfolio manager for a select group of relationships. Jim has over 20 years of experience in various investment roles both with Northern Trust and other financial organizations. He began his professional career at Northern Trust in May 2000. Prior to joining Northern Trust, Jim was the Chief Investment Officer for another regional investment firm.
Academically, Jim earned a Bachelor of Science degree from the University of Illinois, Champaign, and subsequently was awarded an M.B.A. from the University of Chicago. In his professional affiliations, Jim is a Certified Public Accountant, a member of the Investment Analysts Society of Chicago where he was awarded the CFA (Chartered Financial Analyst) designation. Jim is also a member of the Investment Management Consultants Association and holds their designation as a Certified Investment Management Analyst (CIMA).
He is married and the father of one child. Both Jim and his wife Robin have been active in charitable and civic activities - primarily those relating to children and wildlife conservation - during their 15+ years in the western suburbs of Chicago.