Jim earned a B.A. in Economics and Organizational Behavior & Management from Brown University, where he met Marcy, his wife of over 27 years. He managed a private business in New England from 1991 to 1993, when he was recruited by Bill Roberts to join the Roberts Glore team. Jim holds both the Chartered Financial Analyst and the Chartered Investment Counselor designations. He is a member of the CFA Institute and the CFA Society of Chicago and holds a FINRA Series 65 license. Jim is an accomplished bridge player, having achieved the rank of life master during his college years. He is also an avid hunter, fisherman, and outdoorsman, and he previously served as the chairman of the Lake Forest, Illinois chapter of Ducks Unlimited, where he remains an active member.