Jim has been a portfolio manager for more than 17 years. Before his management roles with Abbot Downing and Lowry Hill, he was vice president and senior equity analyst at Investment Advisors, Inc., where he worked on the IAI Regional Fund, a mutual fund investing in private and public firms in the upper Midwest. Prior to that, Jim was vice president and senior research analyst at Dain Bosworth, Inc., where he focused on the healthcare sector. Jim’s perspectives have appeared in many publications, including USA Today, The Wall Street Transcript, Private Asset Management and Financial Advisor.
Jim earned his bachelor’s degree from Yale University, a master degree in business administration from the Carlson School of Management and a master’s degree in education from Harvard University.
He is a trustee of the Amherst H. Wilder Foundation. At his home in Mendota Heights, Minnesota, Jim and his wife, Tracy, are raising four daughters, including a set of identical twins.