Jim Barclay

Jim Barclay currently serves as Senior Regional Vice President at Advisors Asset Management, Inc. since September 2023. Previously, Barclay was the Managing Director and Head of Advisory Sales at North Square Investments from July 2018 to September 2023, and held the position of Senior Vice President and Regional Director at Oak Ridge Investments between June 2015 and July 2018. Prior to that, Barclay spent over 15 years at Neuberger Berman as a Senior Vice President, where responsibilities included the distribution of mutual funds, separately managed accounts, and alternative products to wirehouse relationships in the Midwest. Notably, Barclay received the first Neuberger Berman Roy Award - Wirehouse, awarded by peers.