Located in our Portland office, Jim serves as President, Director of Research, and as a Senior Consultant with RVK. He joined the firm in 2004 and has over 40 years of industry experience. Jim serves public and corporate pension plans, foundations and endowments, and insurance funds.
A sought after public speaker, Jim has delivered original presentations on various topics at numerous institutional investment conferences. He is involved in multiple aspects of RVK’s specialty consulting practices, most notably with asset/liability studies and board governance/investment program structural reviews. Jim’s research responsibilities are focused primarily on capital markets issues and investment decision-making.
Prior to joining RVK, Jim served as the CEO/Executive Director of Oregon’s statewide pension system for all employees at the state and local levels—including teachers, police and fire, and general staff as well as the Oregon 457 DC plan and health insurance plans. He also served as a member of the Oregon Investment Council, which is charged with investing all state funds—pension, workers compensation insurance, and others. His career includes several decades managing Wall Street research efforts, investment banking due diligence, and serving as CIO at a major private bank.
Jim earned his BA degree from Carnegie Mellon University, a Master of Public Administration degree from the University of Washington, and Master of Public Policy degree from Harvard University. Jim is a shareholder of the firm and serves on the firm’s Board of Directors.