- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As a Senior Investment Officer and Team Lead in Grand Rapids, Jim works with high net worth families and institutions to identify their financial goals and then, develop strategies and build appropriate portfolios to help them achieve their goals. Jim also oversees the seasoned team of Portfolio Managers in the Grand Rapids office.
Experience
Jim began his career as a Registered Representative during 1987 in Lansing, Michigan. In 1995, he became a Private Bank Portfolio Manager with National City Bank (now PNC Bank) in Toledo, OH. In 2007 he was recruited to Grand Rapids to be a Private Bank Portfolio Manager with Fifth Third Bank and then, became Director, Regional Portfolio Management overseeing Portfolio Managers in Michigan and Northern Ohio. In 2022 Jim joined Northern Trust in Grand Rapids as the Senior Investment Officer.
Community Involvement
Jim is a member of the CFA Society of West Michigan and is a past President of the Toledo CFA Society.
Education
Bachelor of Art in Finance from Michigan State University.
Credentials
Chartered Financial Analyst (CFA). Chartered Alternative Investment Analyst (CAIA). Certified Financial Planner (CFP).
Joined Northern Trust
2022
Grand Rapids
Cash Services Unavailable | ATM Available*
45 Ottawa Avenue SW
Suite 500
Grand Rapids, Michigan 49503