Jim advises asset management clients on strategic assignments mainly focused on the US region. He has built on his experience as a global asset management executive for over 30 years and is a frequent contributor to Bloomberg TV, Business Insider, CNBC, and Financial Times.
Before joining Indefi in 2023, he served as CEO and president of Global Asset Management at Principal Asset Management. Jim was previously CEO of Credit Suisse Asset Management Americas and president and COO of Oppenheimer Capital. He also worked at UBS for more than 20 years, leading various investment teams and subsidiaries before becoming CEO of UBS Asset Management, New York.
Jim currently serves as chair of Institutional Investor’s U.S. Institute and chair of the Advisory Board of asset management firm Polen Capital. He was also the co-founder of Inquire UK and Inquire Europe, two non-profit organizations dedicated to quantitative investment research.
Jim holds degrees of MA and MMath, both from The University of Cambridge.