Chief Investments & Business Development Officer
Wealth Enhancement Group
Jim brings significant financial services experience along with the investment management industry’s best thinking and best practices to his role as Chief Investments and Business Development Officer of Wealth Enhancement Advisory Services. Throughout his professional career, Jim’s philosophy on investing has centered on providing clients with cost-effective, well-diversified portfolios and investment strategies that fit within a specific risk tolerance in order to help clients pursue their financial goals. In addition to his investment management expertise, Jim oversaw over 48 acquisitions and continues to lead the Wealth Enhancement Group business development efforts.
A frequent contributor to financial media, he has appeared on CNBC, Fox Business and BloombergTV, and has been quoted in The Wall Street Journal and The New York Times. He has also written a monthly column for Forbes.com since 2013. Jim has a B.S. from Northwestern University and an MBA from the University of Chicago Booth School of Business.