James (Managing Director – Investments) has a BA from Michigan State University and a Master's Degree from Northwestern University. Additional certifications include being a graduate of The Wharton School's CIMA program, The Center for Fiduciary Studies, and of Stanford's Executive Education for Qualified Plan Consulting. He has been published in numerous industry periodicals over the years, including Chicago Lawyer, Pensions and Investments, and Crain's Chicago Business. He and his family reside in the Chicago area, where they enjoy time together and activities around tennis and swimming.