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Principal, Portfolio Manager

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 and SMID Growth strategies for CastleArk.


  • Investment and Capital Management
    • Equity Analyst – 1987
  • Kemper Financial Services
    • Research Analyst – 1989
  • American Century
    • Portfolio Manager, Small Cap – 1993
  • M&I Investment Management
    • Portfolio Manager – 2000
  • CastleArk Management, LLC
    • Portfolio Manager, Small and SMID Growth – 2007


  • University of Wisconsin
    • BBA, Finance – 1983
  • Kellog School of Management, Northwestern University
    • MBA, Finance and Marketing – 1987

CastleArk Management, LLC is a registered investment advisor registered with The Securities and Exchange Commission under the Investment Advisers Act of 1940.

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