Jim joined Coho Partners in 2023. He is an integral part of the investments operations team as he focuses on trade settlement, managing custodian relationships, and overseeing data management functions. Jim has 18 years of experience in the financial industry.
Before joining Coho, Jim was an operations specialist for J.V.B Financial and previously spent 11 years as a senior fund accountant and co-manager of trade processing for AJO. He began his career in the industry with Vanguard Brokerage Services.
Jim graduated from The College of New Jersey with a Bachelor of Science degree in business administration. As a Level II CFA® exam candidate, he is a CFA® Program participant.