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Jim is manager of client services and responsible for day-to-day operation of the firm. He joined UAS in May 2006.
Jim has logged over 30 years of operations experience in the financial services industry with such firms as Prudential Securities, Munich Re Asset Management and DLIBJ Asset Management. He served as Vice President and Director of Operations for Donaldson Lufkin Jenrette Asset Management (now part of Credit Suisse Asset Management) for 20 years where he developed and implemented the firm’s operational infrastructure and was directly involved in the creation of operational processes for new products.
Jim also served as the Chief Compliance Officer at DLIBJ Asset Management for two years.
Jim earned his degree from Villanova University and resides in New Jersey with his wife and daughter.
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