Jim Blachman, CFA, CIO
principals

Jim Blachman, CFA, is Advisor Partners' Chief Investment Officer. As the key member of the portfolio management team, Jim is responsible for all client accounts. His career spans twenty-plus years in the industry, including quantitative research, consulting, sales management, product development and investment management.

During his career, Jim spent eight years working in the institutional market where he consulted with plan sponsors and investment managers, and 5 years delivering retail investment management and advice. He previously served as head of two RIA's and developed and managed complete investment programs including internet-based optimization/advice engines, asset allocations, security research and selection, trading, operations and reporting.

At Bank of America, Jim managed the most successful wrap program launch ($/rep) among broker dealers at that time. He has held positions with Wharton Econometric Forecasting Associates, Data Resources and SEI Investments (Investment Advisors Group). As the head of the RIA, Jim reported directly to the Chief Investment Officer at the Bank of America and to the CIO of American Century Investments.

A market investor for over 30 years, Jim attended the University of California, Berkeley earning both Masters and Bachelors (with distinction) in Economics emphasizing econometrics and industrial organization. A CFA charterholder, he is a member of the Association for Investment Management and Research. Jim was a registered rep for over ten years, and held the NASD license Series 24, 7 and 65.