Senior Vice President, Investments; Managing Director. With more than 30 years of experience providing specialized financial solutions, Jim was an innovator in using statistical data analysis to manage stock portfolios. Additionally, he has serviced tier-1 intuitional accounts for over 20 years. His achievements have been recognized with awards for excellence in his work by The Financial Times and Forbes. His leadership extends to the community service arena as well, as he has served as Board Chairman for 5 local non-profit organizations including Wexner Heritage Village, Jewish Family Services and The Columbus Jewish Foundation.