Jim joined Clearstead in 2023 as a Senior Managing Director. Jim works with both institutional and private wealth clients.

Prior to joining Clearstead, Jim was Managing Director – Investments and Senior Institutional Consultant at Legacy Strategic Asset Management of Wells Fargo Advisors. He also previously served as a Manager of Retirement Plan Consulting and Client Service at Fidelity Investments and Regional Human Resource Manager and Manager of Benefits at Baker & Taylor in Chicago.  Jim has a Bachelor of Science degree in Management and Finance from Eastern Illinois University and a Master of Science degree in Industrial Relations from Loyola University, Chicago.