What professional achievement are you most proud of? Opening 3 Thoroughbred racetracks.
When you are not at the office, you can often be found doing what? Working around the house and listening to music, usually with a glass of wine in hand.
What is your personal philosophy? To live life to the fullest and to appreciate every opportunity.
What is something others may be surprised to learn about you? Back in 1979, I was on the original Hollywood Squares for 3 days.
There isn’t anything perseverance can’t fix.
The best part of working for Acorn is meeting and interacting with clients.
My friends/kids always make fun of me for being attacked by a squirrel at a picnic.
The best book I have ever read is ‘Man of La Mancha’ by Dale Wasserman.
Jim joined the Acorn team in 2017 as our Marketing Manager. He brings over 30 years of business, finance and customer service experience to the table. Earlier in his career, Jim oversaw the asset management of a billion dollar a year business with Los Angeles’ Santa Anita Race Course. His hard work along with attention to detail led Jim to supervise operations for the expansion of thoroughbred race tracks across the country. More recently Jim applied his event planning background toward the launching of Trader Joe’s stores from California to Virginia. These skills serve our organization well as he leads many marketing and business development endeavors for Acorn’s senior members.
Jim is the proud father of three and enjoys spending time outdoors with his wonderful family.
TD Ameritrade »
Login to view your Acorn Client accounts held at TD Ameritrade.
Acorn Client Login »
Login to view your Acorn Client account and add or update your e-delivery preferences.
Loring Ward »
View your custom portfolio allocation, and sign up for e-delivery of your quarterly summaries.
Schwab Alliance »
Login to view your Schwab account and add or update your e-delivery preferences.
Login to view your Pershing account and add or update your e-delivery preferences.