Jim is an Investment Advisor Representative of William Mack & Assoc., Inc. (WMA). Jim is a 30+year veteran in the investment management industry. He started his career at Manufacturers Bank (now Comerica) in Detroit, Michigan working with institutional accounts including 401(k) accounts and other ERISA related plans. Jim received his Bachelors degree in Economics from Oakland University and his Masters Degree in Finance with Distinction from Walsh College. He is also a Chartered Alternative Investment Analyst (CAIA), a Certified Investment Management Analyst (CIMA) in association with the Wharton School, University of Pennsylvania, and an Accredited Investment Fiduciary Analyst (AIFA).

Over the years, Jim has honed his skills in investment management and consulting for large institutional relationships and gradually applied his expertise to handling private wealth accounts as the industry evolved due to changing demographics. Jim has managed portfolios through many market cycles and some historically difficult periods. He has also helped manage and consult on multi-million dollar and billion-dollar relationships.

On a more personal level, Jim and his wife are parents of triplet daughters, and they enjoy spending time with family. Jim is also an avid pickleball player.