Prior to co-founding SCM, Jim worked at William O'Neil & Company for nine years. William O'Neil is a highly regarded institutional investment firm and owned one of the world's largest equity research databases. They are also the parent company of the Investor’s Business Daily newspaper. While at William O'Neil, Jim provided investment research, ideas, and advice to some of the top financial institutions in the United States and Asia. Jim graduated from UCLA with Magna Cum Laude honors and has also earned a CFA (Chartered Financial Analyst) designation. Jim is a member of the CFA Institute and has been involved with the Los Angeles Society of Financial Analysts.