Series 7, 24 & 66 Securities Registrations1
Jim brings significant financial services experience along with the investment management industry’s best thinking and best practices to his role as chief investment officer of Wealth Enhancement Advisory Services. Throughout his professional career, Jim’s philosophy on investing centers on providing clients with cost-effective, well-diversified portfolios and investment strategies that fit within a specific risk tolerance in order to help clients pursue their financial goals.
Prior to joining Wealth Enhancement Group, Jim served as chief investment officer and portfolio manager for a Chicago firm, where he oversaw investment programs, launched a hedge fund-of-funds and consulted with clients. Jim has been quoted in the Wall Street Journal, made regular appearances on First Business Daily (syndicated TV show), and has spoken at numerous conferences on portfolio construction, risk management and optimal approaches to diversification. He has a B.S. from Northwestern University and an MBA from the University of Chicago Booth School of Business.