Jim is a Managing Director at Robertson Stephens, working with Erik Boe, Julie Steinman, CFP®, Brian Post, CFA and Emily Clemens to deliver comprehensive wealth management and family office solutions. He has over 25 years of experience in the financial services industry that includes equity research, institutional equity sales, trading and investment banking.
Jim spent 13 years at Piper Jaffray in Minneapolis heading their Global Institutional Equity Sales Department. Prior to moving to Sun Valley from Chicago in June 2019, he managed his family office. While based in Chicago, Jim was the CEO of an algorithmic/high frequency trading firm for 3 years, the COO of a social media marketing start-up and the founder of an ESG/CSR focused video production company. Jim also spent 3 years in institutional equity sales with ABN AMRO/Chicago Corp. covering New York based portfolio managers and spent 4 years in New York City as an equity research analyst with Prudential.
Jim earned his BA in Industrial Management from Michigan State University. He lives with his wife in Ketchum, Idaho where he enjoys any outdoor adventure he can get himself into and continues to be active with the Sun Valley Fire and Backcountry Rescue Team.