As a Managing Partner at the firm, Jim has primary responsibility for developing and managing private client relationships and has experience working with entrepreneurs, professionals and other high-net-worth families. With over 40 years in the industry, Jim enjoys managing long-time client relationships as well as spending time educating some of the younger advisors, taking advantage of his extensive financial experience.
Experience
Prior to joining Ironview, Jim was a Managing Director for Waldron Private Wealth. During his 11-year career at Waldron, he held various roles that included managing the Private Wealth Division, which was responsible for handling high-net-worth clients. Jim began his career at PNC Bank, working his way up to Senior Vice President of the Commercial Real Estate Department. In this role, he was a Segment Executive and Manager of the National Real Estate Division which included chairing PNC’s Real Estate Committee.
Education
- Bachelor of Business Administration (B.B.A.), Franklin & Marshall College
- Master of Business Administration (M.B.A.), University of Michigan
Personal Life
Outside of the office, Jim enjoys playing golf, working out and spending time with his children and grandchildren.