Jim is Co-Chairman of Lovell Minnick Partners (LMP) and co-founded the Firm in 1999. Jim co-chairs the firm’s Board of Managers and is a member of the Investment Committee. Prior to co-founding LMP, he was the President and CEO of Morgan Grenfell Capital Management Inc., an asset management firm. Under Jim’s leadership, Morgan Grenfell grew its AUM from under $3 billion in 1987 to over $30 billion in 1999. This growth in assets was the result of expanding its international investment products into U.S. domestic products and leveraging the firm’s strong institutional presence to establish new distribution channels through the mutual fund marketplace and broker-sponsored programs. Before joining Morgan Grenfell, he was Executive Vice President at SEI Investments Company (NASDAQ: SEIC) responsible for consulting, marketing, and product development. While at SEI, Jim’s positions included national and regional marketing roles and head of the asset allocation and investment manager search practices. Prior to his employment at SEI, Jim was employed by an economic consulting firm and resided in Luxembourg.

He is a member of the Boards of Directors of CenterSquare Investment Management, LLC, Lincoln Investment Planning, LLC, LSQ Funding LLC, and Pathstone. Prior board positions include ALPS Holdings Inc., AssetMark Investment Services, Inc., ClariVest Asset Management LLC, Kanaly Holdings LLC, and TriState Capital Holdings, Inc. Jim earned a Congressional appointment to the United States Air Force Academy and a B.A. degree in Economics from the University of Denver.