James Richard Partner, Managing DirectorJim is a Partner, Managing Director and a Private Wealth Advisor at Snowden Lane partners. He works with successful entrepreneurs, business owners, professional athletes and ultra-high net worth families to assist them in achieving their financial goals. Jim applies his analytical and quantitative skills to achieve those ends. Specifically, he develops equity, fixed income and multi-assetpr investment strategies. In addition, he applies an asset allocation framework for clients to appropriately manage their wealth. Incorporated in these models, he provides analysis on mutual funds, ETFs, Fund managers, Hedge Funds and Private Equity Offerings. Certain clients require more detailed and specific analysis where Jim is able to provide solutions on concentrated stock positions, equity derivatives, and structured products. Previously, he has worked with J.P. Morgan, Credit Suisse, and Merrill Lynch in their high net worth divisions. Jim received an M.B.A. from The University of Chicago Booth School of Business, and a B.A from Harvard University. Jim is an active supporter of The Foundation for Alzheimer’s Research, Parkinson’s Research, Orphans of the Storm, and the Red Cross. He resides in Wilmette with his wife and three daughters. He is an avid golfer and hockey player.
The Boyd Richard Group