James Ferrin

JAMES FERRIN, CFA

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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