Jim leads the creation of customized portfolios for clients by working with the broader team to design client-specific asset allocation, risk management and rebalancing strategies. He has over 30 years of institutional investment experience, most recently as Managing Director and Head of the Long Duration and Structured Fixed Income Product Team at JPMorgan Asset Management, where he worked with clients to design and implement customized portfolio strategies for defined benefit pension plans. Jim’s prior experience includes other roles in the JPMorgan Asset Management Fixed Income Group and at Morgan Guaranty Trust, where he started the financial portion of his career. Jim holds a B.A. in