The Team

Jim Oswald, CFA
Portfolio Manager

Jim has more than 25 years of professional investment management experience as a trader, portfolio manager and strategist during both up and down markets.  He has managed multi-billion dollar institutional portfolios for Wells Fargo and The United Methodist Church Pension Fund, and stock and bond strategies for individual investors.  He is a Chartered Financial Analyst (CFA) and earned a B.S. in Finance from DePaul University.