Team Member Details

About Me

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.


  • BA - Accounting and Business Administration, Westminster College
  • MBA - Keller Graduate School of Management 

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