Jim is CEO and Co-Founder of Known Holdings, LLC. Over more than 30 years as a leading investment professional, Jim has designed, managed, consulted and implemented scores of investment policies, programs and strategies. He most recently served as Chief Investment Officer at 4S Bay Partners, LLC, a single family asset management firm, with primary focus on market, impact and mission related investing. Jim also serves on several boards, including Impact Engine, the Julian Grace Foundation (and serves on its investment committee) and the Arc Chicago, LLC, the appointed board of Benefit Chicago, a collaboration between The Chicago Community Trust, the John D, and Catherine T. MacArthur Foundation, and Calvert Foundation. Jim is also the board chair of Los Angeles Cleantech Incubator (LACI). He sits on several philanthropic boards as well, including Mosaic Genius, American Friends of Hebrew University, Morehouse College (Trustee) and the National Urban League (Trustee).
During his career, Jim has held leadership positions with Trias Capital Management, LLC, Wedgewood Capital Management, Inc. and The John D. and Catherine T. MacArthur Foundation. He began his career at First Chicago Corporation and Arthur D. Little Valuation, Inc. He has been an adjunct Professor at Valparaiso University teaching in the College of Business MBA program and the Lutheran School of Theology at Chicago.
Jim has written several insightful white papers, most recently “Why Not the Best? Capturing Alpha from a Long-Neglected Market.” He received a BS degree in economics from the University of Illinois and an MBA degree from the University of Chicago, Booth School of Business.