Jim finds his purpose in supporting the hard work and good financial habits of his clients and in helping them achieve the positive outcomes they deserve. He engages his clients with a data-driven approach, a focus on tangible goals, and robust progress measurement. Jim specializes in retirement transition and complex wealth transfer strategies.
As Chief Investment Strategist, Jim developed the Dynamic Contrarian Portfolio Strategy, the asset allocation methodology at the core of TGS’s investment process. He coordinates ongoing research initiatives and recommends changes to the firm’s investment committee.
Jim spearheads TriageMD, which offers both financial advice programs and educational platforms for physicians at all stages of their careers. He delivers workshops that complement his books Pay Yourself First: A Financial Guide for Doctors Entering Practice and Changing Outcomes: A Financial Recovery Strategy for Peak-Career Physicians.
Jim is committed to continually building his expertise as a financial advisor. In 2016, he received his Certified Private Wealth Analyst designation from the University of Chicago’s Booth School of Business, and in 2000 he earned his Certified Investment Management Analyst designation from the Wharton School of Business. Jim has been a CERTIFIED FINANCIAL PLANNERTM professional since 1982.
Jim graduated from Swarthmore College with high honors in history. He has been managing individual client portfolios since 1978. Prior to cofounding TGS in 1990, Jim was Assistant Vice President at Merrill Lynch in Media, Pennsylvania.
Born in Richmond, Virginia, Jim resides in West Chester, Pennsylvania. He is married to Amy, a Measurement Specialist for A.I. Dupont Hospital. They have three children: Jack, Katharine, and Alex. The family attends Holy Trinity Episcopal Church in West Chester, where Jim has served as a member of the Vestry, as Senior Warden, and as Accounting Warden.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®,” and “CIMA®,” and “Certified Investment Management Analyst®.” Use of CPWA®, and / or Certified Private Wealth Advisor® or CIMA®, and / or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
