Jim Mohan, CFA, CIPM, currently serves as an Investment Consultant at Mercer since November 2021. Prior to this role, Jim was an ESG, SRI, and GIPS Consultant at DuPage Investment Consultants in 2021, and from August 2018 to December 2020, Jim held the position of Managing Director - Relationship Management and Consultant Relations at Christian Brothers Investment Services, contributing to investor servicing and liaising between research and management. Jim's earlier career includes working as a Senior Performance & ESG Analyst at Oak Ridge Investments, where Jim managed over $200 million in socially responsible portfolios, and as an Investment Performance Analyst and Associate at Columbia Threadneedle Investments, focusing on investment performance analysis and competitive fund positioning. Jim began as a Mutual Fund Accountant at Jackson National Asset Management, LLC, ensuring accurate net asset value calculations. Jim holds a Bachelor of Science degree in Finance from DePaul University, with additional studies at Loyola University Chicago.
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