James Modelski, CFS
Managing Director
Jim the firm in 1998 and provides advice and counsel to retirement plans, foundations, endowments and nonprofit organizations. Jim is a member of the firm’s Mission-Aligned Investing Council. In 2012, Jim was a contributing author to Nonprofit Asset Management (John Wiley & Sons). He is a member of The Plan Sponsor Council of America's (PSCA) Research Committee, Defined Contribution Institutional Investment Association (DCIIA) and the Retirement Advisor Council. Jim frequently gives seminars and presentations at national conferences.
Prior to his career in finance, Jim worked in sports broadcasting. During his 10-year career, he was executive producer for Chicago Bulls broadcasts, co-host for the Chicago Blackhawks and Sports Director of the first 24-hour sports talk radio station in Chicago (WMVP/ESPN). Jim received a Master of Business Administration in Finance and Economics from Loyola University and a Bachelor of Arts from Columbia College.
Prior to his career in finance, Jim worked in sports broadcasting. During his 10-year career, he was executive producer for Chicago Bulls broadcasts, co-host for the Chicago Blackhawks and Sports Director of the first 24-hour sports talk radio station in Chicago (WMVP/ESPN). Jim received a Master of Business Administration in Finance and Economics from Loyola University and a Bachelor of Arts from Columbia College.
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.
