When Jim established Compass Ion Advisors in 2008, he set out with a desire to build the business on a foundation of client trust. Since then, he’s continued to strive to unburden clients from the pressure of financial management, while customizing strategies that address their complex needs. He has been recognized as a “Five Star Wealth Manager” by Philadelphia Magazine every year since 2012. Prior to his time at Compass Ion, Jim spent over 40 years working in the industry for companies such as Prudential Securities, Merrill Lynch, Drexel Burnham, and Salomon Brothers.