- Joined CastleArk in 2007
- Investment Experience since 1987
- University of Wisconsin, BBA, Finance: 1983
- Northwestern University, MBA, Finance & Marketing: 1987
Jim began his career as an equity analyst at Investment & Capital Management in 1987. He then joined Kemper Financial Services as a research analyst supporting the portfolio managers, two of whom were Jerry Castellini and Bob Takazawa.
In 1993, Jim joined American Century as a small cap growth portfolio manager. After 12 years managing small cap growth portfolios, Jim teamed with Greg Baxter at M&I Investment Management.
In 2007, Jim and Greg reunited with Jerry and Bob to manage the small company growth portfolios for CastleArk.