Trader and Client Support Specialist
Jim provides multiple levels of support for the management of client portfolios including trading, research, and interfacing with our broker-dealer and custodian. He also serves as part of the client service team.
Before joining San Diego Wealth in 2013, Jim spent 13 years with Roxbury Capital Management, most recently as a portfolio administrator. He graduated from Cal Poly Pomona with a B.S. in communication.
Jim was born in Florida but grew up in the Los Angeles area. He joined the Marine Corps as an intelligence specialist immediately after graduating high school and was lucky enough to be stationed in southern Spain for the majority of his enlistment. He enjoys traveling, listening to music, outdoor activities, and playing games with his family.