Jim is passionate about expanding his industry expertise to become an advisor his clients will find reliable and irreplaceable.
Joined Lido: 2019
Homebase: Chicago, IL
Professional Focus: Works closely with individuals and families to design investment strategies aligned with their long-term goals. A founding member of Lido’s Chicago office, he has helped shape its growth from the ground up while delivering thoughtful investment solutions to clients.
Education: B.A., Business Administration, University of Iowa
Previous Work Highlights: Jim gained four years of experience on the retail trade desk of Bank of America before joining Lido and becoming a founding member of our Chicago office.
Personal Facts: When he’s not studying the different investment vehicles Lido offers, Jim enjoys spending time with his wife and child, working out, and watching sports as an avid fan of the Chicago Bears and Iowa Hawkeyes.
