Jim has worked in financial services since 1974.
spent over 33 years in Credit Suisse's
Investment Banking Division.
"retirement" from investment banking, he
has been managing money as a member of the private banking division of Credit Suisse
and most recently Merrill Lynch
Over the course of his investment banking career, Jim held several senior-level positions, including Co-Head of the Credit Suisse Chicago Investment Banking office, Member of Credit Suisse's Investment Banking Committee, founding member of Credit Suisse's Capital Markets Group in New York, and founding member of Credit Suisse's first regional banking office in Chicago.
has been involved in a broad range of capital raising initiatives, merger and acquisition transactions, and financial advisory assignments for both public and private companies.
clients have included Ford Motor Company
Johnson, Snap-On, Navistar International, Cargill, Owens-Corning, First Chicago, Norwest Bank, and US Bank
Board memberships have included Tribeca Flashpoint Academy
, Guggenheim Partners
, University of Pennsylvania Libraries
, and Top Driver
is a former regent of St. John's University