James Ferrin


Chief Investment Officer


Jim oversees all portfolio management related activities, including the firm’s proprietary investment strategies. In addition to leading our investment management team he is a partner in the firm.

For over 25 years, Jim has served both individuals and institutions through various roles within the asset management industry. He is a CFA®charterholder, a member of the CFA Society of Minnesota and earned a BA in business finance from Bethel University in St. Paul.

Jim enjoys time with his family, involvement with youth sports and golf. He also serves as a board member at Chapel Hill Academy.

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