Jim is passionate about expanding his industry expertise to become an advisor his clients will find reliable and irreplaceable.
Joined Lido: 2019
Homebase: Chicago
Professional Focus: Jimmy handles new client deployment, day-to-day trades, and behind the scenes case prep, among other duties in the Chicago office. He enjoys diving into Lido’s investment offerings and studying strategies to increase his knowledge.
Education: B.A., Business Administration, University of Iowa
Previous Work Highlights: Jim gained four years of experience on the retail trade desk of Bank of America.
Personal Facts: When he’s not studying the different investment vehicles Lido offers, Jim enjoys spending time with friends, working out, and watching sports as an avid fan of the Chicago Bears and Iowa Hawkeyes.
