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吉米·斯塔福德郡,CFA

副总统
Head of Distribution 和 Client Service

  • MBA, Washington University in St. 路易
  • 废话,印第安纳大学
  • 24 Years Industry Experience

Prior to joining the firm in 2007, Mr. Stafford was a product manager with Bank of America, responsible for product development 和 marketing of the bank's separately managed account platform for institutional clients. 此前,先生. Stafford was an analyst at Summit Strategies Group 和 served various roles at Morningstar, Inc.

We strive to measure our success by your growth.

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