About
With deep roots in the Seattle community, Jim has built a reputation for solid customer-focused financial service his clients say is unparalleled. Jim focuses on serving high-net-worth individuals and families.
He holds a bachelor's degree in finance from the University of Washington and a master's degree in finance and accounting from The Sloan School at MIT.
Areas of Expertise
- Private Banking
- Family-run Enterprises
Community Involvement
- Pacific Rim Bankers' Program–Graduate
- Rotary Club of Seattle–Past President
- Centennial Committee–Treasurer
- Rotary Club of Seattle
- Sigma Tau Educational Foundation–Trustee
