Jim oversees the Equity Research team, which assists advisors with ongoing due diligence and analysis of equity-based mutual funds, exchange-traded funds, separately managed accounts, and individual securities. He manages the Preferred Portfolio Services® Select Equity Separately Managed Account (SMA) models. He also guides the ongoing implementation and execution of the team’s investment philosophies and process, and responds to advisor inquiries on equity portfolio construction, individual equity research, and equity portfolio reviews.

In addition to earning a BS in finance from Lehigh University, Jim is a Chartered Financial Analyst® (CFA®) charterholder. Prior to joining Commonwealth, he was a fundamental equity research analyst for Loomis, Sayles & Co. and a research analyst at State Street Global Advisors in the U.S. active quantitative group.