As President, Jim is involved in all aspects of the business, specifically in company analysis as well as industry and economic research. He is a CFA charterholder and has over 30 years of senior level investment management experience. Jim writes a monthly column in the Post Standard Moneywise Edition and has been cited in many major financial publications, including, but not exclusive to: The Wall Street Journal, Barron’s, The Wall Street Transcript, Crain’s Chicago Business, etc.  Jim graduated from St. John Fisher College with a Bachelor of Arts in Communications/Journalism and a concentration in Political Science.