As our Founder & CEO, Jim has over 20 years of experience pioneering and building value-added multidisciplinary approaches to wealth management. Prior to founding Chicago Partners Wealth Advisors, Jim was a partner at The Mosaic Financial Group LLC. Before joining Mosaic, Jim spent over five years as the practice leader in charge of PricewaterhouseCoopers' investment advisory practice in Chicago and the Midwest.

Jim has over 12 years of experience as a portfolio manager in the investment management division of three large global banking institutions.Jim achieved the Chartered Financial Analyst (CFA) designation. He earned his Masters of Business Administration from DePaul University in Chicago and graduated from Marquette University. Jim primarily serves high net worth individuals and endowment funds.

Jim serves on the Board of Directors for the OLPH Endowment Fund and is also a member of the investment committee for the same fund.