Jim has 26 years of experience in the Investment Industry beginning at Hambrecht & Quist and having held senior equity sales roles at JP Morgan, Bear Stearns, Knight Capital, and Baird. Jim has a proven track record of developing and fostering deep relationships while also creating, building, and distributing unique and differentiated sell-side content. Jim received his BA from St. Mary’s College.
Jim lives in San Francisco, CA with his wife Jolene and three children: Santino, Gilberto, and Lucia. Hobbies: Surfing, Skiing, Golfing, and Yoga.