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® charter holder, a member of the CFA Society of Minnesota and earned a BA in Business-Finance from Bethel University in St. Paul, MN.

Jim enjoys time with his family and involvement with youth sports and golf.

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