Jim has been managing investment portfolios for the past thirty years, first at international brokerage firms like Prudential and Morgan Stanley before becoming an independent Registered Investment Advisor in 2018. Jim’s conservative investment style has always been centered on research, analysis and discipline. He has built an investment practice focused on advising and managing assets for private foundations, fiduciaries for retirement funds and affluent families and individuals. Jim’s vision for a firm providing responsible, disciplined investing for affluent families is at the heart of Jupiter’s relationship-driven client experience.