Jim is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Jim served as a Senior Vice President and Senior Portfolio Strategist at Key Private Bank. He has more than 25 years of experience in the financial services industry and previously held roles as a Vice President and Portfolio Manager at TIAA, as well as roles at Fifth Third Securities and at JPMorgan Chase & Co.
Jim holds a Bachelor of Science in Family Financial Management from The Ohio State University.
