Jim Russo

Managing Director and Consultant, Colonial Consulting

Jim Russo, CFA, Managing Director and Consultant, serves as the primary consultant for 18 of our clients and is responsible for conducting manager research and asset-class modeling. Of the 18 relationships, 15 are E&Fs, two are pensions, and one is a single-office private client. He has 27 years of investment experience in the financial-services industry. Prior to joining Colonial, he worked as a buy-side equity analyst and portfolio manager at Dreyfus, J.P. Morgan, and AllianceBernstein. In addition, he spent three years at the J.P. Morgan Private Bank as the Director of US Research on Third-Party Managers. Jim is a CFA Charterholder and received his BBA in Banking and Finance from Hofstra University and his MBA from New York University.

Sessions
Understanding the Spectrum from Investment Consultant to OCIO

Tuesday, February 14
3:00pm - 3:50pm


Understanding the Spectrum from Investment Consultant to OCIO

Tuesday, February 14
2:00pm - 2:50pm