Jim’s connection to Alaska began in the early 1980s with Foster & Marshall/American Express in Anchorage. Jim’s clientele spans the Northwest and West Coast, including maritime, fishing, telecommunications, technology, and fisheries executives. Since moving to Seattle in 1985, he has traveled frequently along the West Coast to meet with clients. Jim has also served on non-profit boards in Seattle and Alaska, including the Prince William Sound Science Center and the Seattle Metropolitan Chamber of Commerce. He has contributed to Pacific Fishing Magazine and Registered Representative Magazine on investment and financial planning topics, as well as being recently featured as an industry expert in an interview on Bloomberg News.
Professional Background
Jim has been a portfolio manager and investment consultant since 1983, starting with Foster & Marshall American Express in Anchorage. He relocated to Seattle in 1985 with Shearson Lehman American Express and joined Ragen MacKenzie, Inc. in 1989. Jim founded Opus 111 Group in 1999. He earned the Certified Investment Management Analyst (CIMA®) designation from The Wharton School and has lectured at Wharton and UC Berkeley. He also holds the Certified Private Wealth Advisor (CPWA®) designation. Jim is registered to offer securities and advisory services through Commonwealth Financial Network. Jim remains deeply involved with the Investments and Wealth InstituteTM, formerly IMCA, and has lectured and served on various committees. He has written articles for Registered Representative Magazine and Pacific Fishing Magazine and conducts workshops on compensatory stock options and hedging strategies for high-net-worth executives.
Personal and Civic Background
Jim has served as Chairman of the Board for the Prince William Sound Science Center, Seattle Alliance for Education, and University of Washington Husky Tyee Sports Council. A Swarthmore College graduate, Jim was a standout soccer player and Rhodes Scholarship Finalist. He has coached soccer at various levels and is a USSF Grade 7 referee. Jim lives in Seattle, enjoys cabinet making, fly fishing, golf, tennis, and long-distance bicycling. He is also an accomplished classical pianist, performing solo recitals and concertos. Opus 111 Group is named after Beethoven’s last piano sonata, Opus 111, reflecting Jim's appreciation for timeless excellence and vision.