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.