Portfolio Analyst
Email: jim.shafer@plancorp.com | Phone: (636) 532-7824
Schedule a Consultation Take Financial AssessmentPortfolio Analyst
Email: jim.shafer@plancorp.com
Phone: (636) 532-7824
Jim joined Plancorp as a portfolio analyst coming from CPM Acquisition Corporation where he worked as Corporate Controller, overseeing financial operations. Prior to that, he used his skill set in corporate accounting and finance to make a career change into financial services, maintaining wide-ranging roles in portfolio management and investment research.
Jim graduated from Westmister College with a degree in accounting and business administration before receiving his MBA from the same institution. In his spare time, he enjoys playing basketball, volleyball and fishing.
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163