Jim established Watersound in Spring of 2024. With over 30 years of experience, Jim has composed a unique approach to wealth management combining traditional with innovative portfolio strategies that serve as the foundation of the Watersound services.

Jim's professional background includes leading PricewaterhouseCoopers' investment advisory practice in Chicago and the Midwest for more than five years and serving as a partner at The Mosaic Financial Group LLC. At PwC, Jim worked to build superior portfolios for the company’s executive teams and clients, leveraging their knowledge of portfolio management and strategic tax planning.

In 2008, Jim  co-founded Chicago Partners after spinning off from PwC. Chicago Partners strives to serve clients with distinction through high-quality customized investment management strategies and exceptional client service.

Jim also has a 12-year background as a portfolio manager within the investment management divisions of three major global banks. He holds a Chartered Financial Analyst (CFA) designation, an MBA from DePaul University in Chicago, and an undergraduate degree from Marquette University. His primary clients include high net worth individuals and endowment funds.

Additionally, Jim is a board member and part of the investment committee for the OLPH Endowment Fund.