Jim is a seasoned financial services sales professional with over 30 years of experience in the alternatives business sector. Jim joined FundBank in 2023 as Managing Director, North America Relationships and is based in its New York location. In this business development and relationship management role, Jim provides all banking, custody and trade execution services to alternative asset managers and their managed funds.
Prior to joining FundBank, Jim spent 12 years as Director of Sales at TD Cowen Prime Services, New York, covering prime brokerage, managed back office, and outsourced trading where he maintained a portfolio of key client relationships and accounts. Earlier in his career, Jim held senior sales roles at a number of leading institutions including Morgan Stanley and UBS.
Jim holds a bachelor’s degree in Environmental Science from State University of New York, Plattsburgh.