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Jim joined in 2015 as a Managing Director in the Healthcare Investment Banking Group, and is responsible for coverage of the Home Care, Pharma Services, Dental and managed care sector.
Jim has over 35 years of experience in the healthcare investment banking industry. Prior to joining Stifel, Jim headed the healthcare group at Duff & Phelps Securities and CRT Capital. In addition, Jim headed healthcare services investment banking coverage at Cowen & Company, where he spent 12 years as Managing Director. Prior to Cowen, Jim was a member of the Healthcare teams of Smith Barney and PaineWebber, providing financing and M&A advisory to companies across a broad range of healthcare sectors.
Jim earned an M.B.A. degree from the Anderson Graduate School of Management at the University of California, Los Angeles; and a B.B.A. degree in Finance from the University of Notre Dame.