SR. PORTFOLIO MANAGER
Jim is a Senior Portfolio Manager with 20 years of experience in financial services. He joined Formidable in 2017 and manages asset portfolios for individuals as well as institutions, municipalities and businesses.
Jim’s goal is to build and preserve wealth, and he works closely with his clients to understand their financial and life goals. He uses his expertise and the tools available through the firm to help achieve that long-term vision.
Jim is an Accredited Asset Management Specialist and a Certified Private Wealth Adviser, both designations that require advanced coursework in finance and adherence to a professional code of ethics.
Jim serves on the board of Northern Kentucky University’s Haile/US Bank College of Business Advisory Board and is a former board member of St. Rita School for the Deaf and the Mount Lookout Community Council.
He was educated at Xavier University and the University of Cincinnati, and earned a bachelor’s degree in marketing.
He and his wife live in the Cincinnati neighborhood of Hyde Park with their three children.
“We look at your finances as a living, breathing entity that’s going to help deliver your goals.”
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