James Jensen
Managing Director
Jim services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. In 2012, Jim was a contributing author to Nonprofit Asset Management (John Wiley & Sons). Jim joined the firm in 2004.
Prior to joining Fiducient Advisors, he was VP & Senior Consultant, Investment Risk & Analytical Services for The Northern Trust Corporation. Jim obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and he is a member of the Investments & Wealth Institute™. He received a BBA in Finance from the University of Iowa.
Prior to joining Fiducient Advisors, he was VP & Senior Consultant, Investment Risk & Analytical Services for The Northern Trust Corporation. Jim obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and he is a member of the Investments & Wealth Institute™. He received a BBA in Finance from the University of Iowa.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
