As Portfolio Manager, Jim Desmond assists in the development of your personal investment policy guidelines. Jim makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
EducationSt. Louis University Cook School of Business, St. Louis, MO BSBA
Univerity of Colorado, Denver, CO MBA
Professional Experience & Areas of FocusJim is a Senior Portfolio Manager providing proactive investment management and service to Fifth Third Private Bank clients in Tampa Bay. Jim began his career in the financial services industry in 1981 in Denver, CO. He has been with Fifth Third since the fall of 2010. He is a member of CFA Tampa Bay and the CFA Institute. Jim has served as a CFA Examination Grader since 1995.
Licenses & Professional Designations
- Chartered Financial Analyst (CFA)