Jim earned an MBA in Finance with honors from Columbia Business School. He received a BS in Computer Science at Boston College. Jim joined JPMorgan in a systems development role. He was quickly promoted to the block trading desk before joining JPM’s derivatives trading group. He rose to co-head of JP Morgan’s listed and structured equity options trading. Jim moved to Robertson Stephens where he managed the Equity Financial Products division. He earned a seat on Robertson’s investment bank management committee.
Beginning in 2003, Jim built an advisory business for investors, corporations, banks and funds. His practice focused on capital markets, trading, and risk management issues.
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