Jim Klaus is a Managing Director. He joined Silvercrest in 2019 as a result of Silvercrest’s acquisition of Cortina Asset Management, where he was a Managing Director of Institutional Services. He has 25 years’ experience in the investment industry. His primary responsibilities include institutional client service and consultant relations. In this role, Mr. Klaus works closely with the investment team on the investment process, as well as client portfolio oversight and implementation. Prior to Cortina, Mr. Klaus served as Senior Relationship Manager working with institutional clients and investment consultants with Wells Capital Management. Before that, he was with M&I Investment Mana
Jim Klaus
Managing Director
Silvercrest Asset Management
United States, Wisconsin, Milwaukee
About Me
Profile Information
Managing Director
Silvercrest Asset Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Milwaukee
Wisconsin
United States
Sep 28, 2024
More profiles to browse
IS
Ian Smith
Managing Director
SG
Scott Gerard
Chief Financial Officer
CB
Christopher Brown
Portfolio Manager
RT
Robert Teeter
Managing Director, Chief Investment Strategist
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation