Assistant Vice President, Research Analyst
Jim joined Apex in 2005 and has more than 25 years of investment management experience.
Previously, Jim served as the Director of Operations and Trading, overseeing portfolio operations, coordinating trading, the firm’s model-based platforms, and performance review and reporting. He has a BS in Business/Finance from Wright State University, and graduated Summa Cum Laude with an MBA in Operations Management from Wright State University.
Jim has also been an adjunct professor at Urbana University and Wright State University.