Together with Clem, Jim oversees our firm’s portfolio management work, with a particular focus on client relationship management. Jim also oversees our office’s daily operations, ensuring that our team is equipped to provide exceptional service to our clients. Jim earned a B.A. in Economics and Organizational Behavior & Management from Brown University, where he met Marcy, his wife of over 24 years. He managed a private business in New England from 1991 to 1993, when he was recruited by Bill Roberts to join the Roberts Glore team. Jim holds both the Chartered Financial Analyst and the Chartered Investment Counselor designations. He is a member of the CFA Institute and the CFA Society