Principal & Portfolio Manager
Joined Bahl & Gaynor in 2014
Joined industry in 1988
Prior to joining Bahl & Gaynor in 2014, Jim’s work included positions at U. S. Bank (Senior Equity Strategist and Regional Investment Director of US Bank Wealth Management) and Fifth Third Bank (Managing Director and Vice President).
Educational Background
- Master of Business Administration (1986), Emory University, Concentration in Finance
- Bachelor of Science (1983), Centre College of Kentucky
Affiliations
- CFA Society of Cincinnati, Member
- Vestry Member, St. Timothy’s Episcopal Church
- Beech Acres Parenting Center Endowment Committee, Past Board Chair
- Centre College Advisory Board, Committee Member
- Interparish Ministries, Secretary of Board and Finance Committee Member
- Saint Timothy’s Episcopal Church, Finance Committee Member, Past Board Chair
- YMCA of Greater Cincinnati, Full Board and Finance Committee Member
