Jim Jeffery

Jim Jeffery has numerous decades of experience navigating financial and capital markets and is a leading financial advisor to senior living organizations and high-net-worth families.

His interest in the senior living industry dates back to his time as Executive VP & Head of Underwriting at Herbert J. Sims & Co. He helps Life Plan Communities and Continuing Care Retirement Communities (CCRCs) develop Investment Policies that balance their assets and liabilities, informed by his direct experience underwriting, structuring, and re-structuring CCRC bond issues. His mission is to continue to build a private client advisory and senior living consulting practice that always puts clients first and sets high standards for integrity, performance, and value-added personal attention.

Jim has an M.B.A. from New York University and holds the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Institute, the Investment Management Consultant’s Association, and the New York Society of Security Analysts.