Jim is Senior Vice President for Key Accounts at Clark Capital Management Group, responsible for maintaining and growing the firm’s relationships with broker dealers and investment platforms. In this capacity, Jim takes the lead to support and grow product placement and distribution opportunities, assess client and business needs, and manage teams to produce successful business outcomes. Jim also contributes to marketing and communication strategies, as well as product development. He joined Clark Capital in 2018 and has over 20 years of experience in the investment management business.
Prior to Clark Capital, Jim served in senior sales and distribution roles at Russell Investments both as a Regional Director and as Director of RIA and Independent Broker/Dealer Distribution. Jim also served eight years active duty in the U.S. Navy as a P-3 Mission Commander. Jim received his undergraduate B.A. from the University of Pennsylvania, and his M.B.A. from Temple University’s Fox School of Business. Jim holds the Certified Investment Management Analyst designation and FINRA’s Series 24, 7, 66, 65, 63 licenses.