About Jim
Serving the Cincinnati area, Jim provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Jim works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Jim has over twenty years of experience in guiding high-net-worth individuals and business owners through a consultative wealth management process.
He has served clients in various firms including Salomon Smith Barney- Citigroup, Wells Fargo, JPMorgan Private Bank, and Penn Mutual.
He has served clients in various firms including Salomon Smith Barney- Citigroup, Wells Fargo, JPMorgan Private Bank, and Penn Mutual.
Education
Dartmouth College, Hanover, NH - B.A.
University of Cincinnati’s Carl H. Lindner College of Business, Cincinnati, OH - Master's in Taxation
University of Cincinnati’s Carl H. Lindner College of Business, Cincinnati, OH - Master's in Taxation
Licenses & Professional Designations
- Life Insurance
- CFP®
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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