Jim Marks

Jim Marks is the current President & CEO of WealthHub Solutions. Prior to joining WealthHub, Jim served as President of WineAccess from January 2013 to July 2013. Before their time at WineAccess, Jim was the President of Marks Baughan & Co., a boutique investment bank, from January 2004 to January 2013. During their time at Marks Baughan & Co., the company completed over 45 transactions.

Prior to their time at Marks Baughan & Co., Jim served as the President of Belzberg Technologies from January 2001 to December 2002. Belzberg Technologies provided an institutional equity and option automated execution management platform. Before their time at Belzberg Technologies, Jim served as a Director at Credit Suisse First Boston from January 1999 to December 2001 and as Managing Director at Deutsche Bank Alex Brown from January 1998 to December 1999.

Jim Marks has a BA in Art Theirtory from Swarthmore College. Jim also attended Harriton High School and Harriton Middle School.

Brittany von Czoernig - VP, Sales, Greig Carruthers - Director, Customer Success, and John Fetter - Director, Technology report to Jim Marks.