Jim CAIA’s Email & Phone

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Company Name WE Family Offices @

Jim CAIA Contact Details

Miami/Fort Lauderdale Area
Company Name WE Family Offices @
Financial Analyst @ GenSpring Family Offices
Company Name Northern Trust @
BS @ University of South Florida

Holder of the Chartered Financial Analyst (CFA) and Chartered Alternative Analyst (CAIA) designations, experienced in dealing with ultra high net-worth individuals, institutional, and consultant clientele within a large global asset manager and multi family office. A critical thinker who dives deep to find the root of a scenario and provides detailed analysis and solutions. Strong interpersonal communication 

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Company Name WE Family Offices