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Jim has more than 25 years of experience in the financial services sector, including advisory & senior level roles in investment management, private banking, & insurance. His experience prior to joining DHK included roles as the Director of Financial Planning at Boston-based iCapital and as a senior financial advisor at R.A. Peterson Associates & at A.G. Edwards. Earlier in his career, Jim spent more than 10 years in the banking sector. Jim received his BA in Economics from Hamilton College.
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