As Chief Operating Officer, Jim is responsible for the oversight of all facets of Clark Capital’s business operations. He is a member of Clark Capital’s Executive Committee, and works closely with the firm’s Technology team to streamline and enhance the firm’s capabilities.

Jim has nearly 30 years of experience in the financial services industry. Prior to joining Clark Capital, he served as the Head of Platforms and Solutions for SEI’s Global Wealth Management Services division. Jim graduated from Gettysburg College with a bachelor’s degree in Management and Computer Science and earned an MBA from Villanova University.