Partner and Head of Wealth Practice, Toroso Investments
Jim is the director of the wealth advisory practice for Toroso Advisors, a division of Toroso Investments, LLC. Toroso is an ETF research and investment management company, developing and launching ETFs in addition to managing client wealth, both corporate retirement plans and families.
He is focused on advising corporations and people on all financial planning matters and has spoken to industry groups on the need for transparency in Retirement Plans.
Before joining Toroso, he was with Rothschild as Vice President, Senior Institutional Consultant and Corporate Retirement Consultant. Previously, he was at Salomon Brothers and Morgan Stanley covering large institutional portfolios.
Jim has an MBA degree from the Kellogg School of Management at Northwestern University, is a graduate of the Certified Investment Management Analyst program at the University of Pennsylvania’s Wharton School of Business, the Accredited Investment Fiduciary (AIF) program at the Katz Graduate School of Business at the University of Pittsburgh, and a Certified Retirement Planning Specialist.
Jim is also a past member of the Board of Directors of the Chicago Board of Trade, Home Federal Bank, Highland Park Hospital, Blythedale Children’s Hospital, the Executive Board of The Forward Association, and a current chairperson of FINRA Dispute Resolution.