Almanack
Jim is responsible for broad portfolio management functions including portfolio construction and implementation. Jim is a member of the Almanack investment committee. He has over 12 years of experience including five years serving as an analyst, trader, and portfolio manager for two institutional asset management firms. Jim has also served as the lead portfolio manager for a multi-family office and an institutional alternatives advisor to multi-billion Taft-Hartley and Fortune 50 pension plans. Boston College undergrad, Wharton MBA.
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Almanack
Almanack Investment Partners, LLC (AIP) is an institutional investment consulting and financial advisory firm. Located in Wayne, Pennsylvania. They provide asset management, investment advisory, and consulting services to institutions, family groups, and independent financial advisors.