Jim has more than 40 years of experience providing investment advice to institutional, corporate, and individual clients. He also holds the Chartered Financial Analyst® designation. Before joining Velos Wealth Management, Jim was a financial advisor with Raymond James in Northfield, Illinois. He also held various management and investment advisory roles at GS2 Securities/B.C. Ziegler & Co., Everen Securities, and Cowen & Co.
Jim earned his bachelor’s degree in economics and finance from the Wharton School of the University of Pennsylvania and his MBA from the Kellogg School of Management at Northwestern University.
Jim and his wife, Gail, live in Northbrook, Illinois. They have three grown children and four grandsons.