Jim has 14 years’ experience in investment management within the financial services industry. In his previous position as Vice President for the Capital Group, American Funds, he was responsible for managing the internal distribution teams for each of the American Funds products. Prior to American Funds, Jim was Vice President at Schroder Investment Management, based in New York City, where he was chartered with building the internal distribution desk from the ground up and also held external distribution positions. He was instrumental in helping the firm raise over $4 billion in revenue in various separately managed accounts and alternative investment. Jim worked for Refco Alternative Investments, the hedge fund division of Refco, where he also held an investment analyst position. While at Refco he was responsible for helping raise/invest over $2.4 billion in assets over a two and a half year period. Throughout his career Jim has worked with REITs, managed futures, hedge funds, equity and fixed income funds and private placements. Jim holds an M.B.A., cum laude, from the University of Notre Dame and a B.S. in finance from Park School of Business at Ithaca College. He is also a Certified Investment Management Analyst® from the Wharton School at The University of Pennsylvania.
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