Senior Portfolio Manager
Minneapolis 6th Street
225 South 6th Street, Suite 200
Minneapolis, Minnesota 55402
- Direct 612-782-2844
- Fax 612-782-1999
As a Senior Portfolio Manager, Jim’s primary focus is portfolio management for individual and institutional clients. He works with Wealth Management Advisors, Trust Officers and bank partners to customize client portfolios based on each clients’ unique needs. His main priority is managing each client’s portfolio to align asset allocation with specific client goals. As a senior member of the Asset Management Team and member of Bremer’s Investment committee Jim provides input into Bremer’s overall investment strategy including leading equity research and strategy efforts.
Jim has worked in the investment industry for more than 27 years and has expertise in portfolio management, equity analysis and trust. Robert has worked in the financial services industry since 2009 and is responsible for Bremer’s wealth planning process including the technology infrastructure as well as policies and administration. He brings his complex planning experience and expertise to the Bremer team to better help our affluent clients reach their dreams, goals and objectives.
Robert provides advice on estate planning, business succession planning, retirement planning, and charitable giving strategies. He frequently speaks on wealth management topics to client groups and at industry events.