With more than two decades of experience as an analyst and portfolio manager, Jim brings thoughtful research, disciplined decision-making, and a deep sense of stewardship to his role as a Wealth Advisor. Prior to joining Knightsbridge, Jim served as a Portfolio Manager for First Foundation Advisors, an RIA firm in Orange County. Jim is a CFA Charterholder and graduated from the University of California, Davis with a BS in Agricultural and Managerial Economics.