Jim is a Senior Regional Consultant for Algorithmic Investment Models (AIM) and partners closely with AIM’s portfolio managers to provide consultative investment support to advisors. Drawing on over two decades of experience working with advisors and end investors primarily in the broker-dealer and RIA channels, Jim seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation and portfolio recommendations and helps advisors incorporate AIM’s AI-based strategies into client portfolios.

Prior to joining AIM, Jim began his career in financial services in 1995 at Northwestern Mutual where he started as a financial advisor. He then continued to Morgan Stanley, Salomon Brothers, and later Guardian holding various business development positions and developing an expertise in managed accounts, portfolio construction, and practice management. In 2001, while at Fidelity Investments, Jim was promoted to Regional Vice President and in 2010 became the Director of National Sales at FundQuest. Most recently, he was a regional consultant at AssetMark. This diverse experience has given Jim the knowledge and professional insight into solving time, growth and capacity challenges his advisors face.

Jim graduated from the University of Rhode Island with a Bachelor of Arts in Economics and holds the Series 65 license. He currently resides in New Jersey.