Jim Warren

Jim Warren has over 30 years of experience in the financial services industry. Jim began their career in 1991 as an Analyst/Manager at SEI, where they worked until 1997. Jim then moved to CoreStates Investment Advisors as a Manager of Performance Measurement. In 1998, they joined Martindale, Andres & Company as Director of Operations & Information Technology. In 2001, they became a Business Analyst/Project Manager at Corviant. In 2003, they were a Project Manager at DuPont Capital Management Pension Fund. Jim then returned to SEI in 2004 as SVP, Head of Solutions & Platforms, Global Wealth Management Services. In 2021, they became the Chief Operating Officer at Clark Capital Management Group and in 2020, they joined The Conestoga Funds as an Independent Trustee. In 2022, they became the Chief Operating Officer at FIDx.

Jim Warren attended Gettysburg College from 1987 to 1991, where they studied Business & Computer Science. Jim then went on to pursue their MBA at Villanova University from 1993 to 1997.