James Robertson

Managing Director

Jim is responsible for building client relationships with a focus on the Western United States.  He has three decades of experience in the institutional investment industry, having most recently served as Director of Business Development at Allianz Global Investors where he marketed to Corporate, Endowment/Foundation and Public Plans.  Before that he held various positions at SEI Investments including sales of OCIO Services, Investment Systems and Fund Distribution/Accounting Services.

He holds a B.S. in Marketing Management from Syracuse University.