Managing Director & Head of Institutional Sales and Trading
Jim has 35 years of experience in the securities sales and trading business with such firms as Goldman Sachs (12 years) and JP Morgan (3 years). From 2001 to 2006, he was the President of Carnegie’s U.S activities and subsequently from 2006 to 2009 he was the Global Head of Carnegie’s securities business. Most recently, Jim was the CEO and CCO of Olivetree Securities, a start-up brokerage firm. Jim earned his business degree at Cornell University, the S.C. Johnson Graduate School of Management, and his undergraduate degree at Tufts.