Jim Ulseth

Jim Ulseth has been working in the ultra-high net worth advisory space for over a decade. Most recently he served as the Deputy Chief Investment Officer at WE Family Offices where he managed the firm’s investment platform and capabilities across $10B in client assets. Prior to working at WE Family Offices, he held various investment roles at GenSpring Family Offices International and Northern Trust.

Jim is an active member of the Miami Finance community and currently serves on the Board of Directors as President of the CFA Society Miami.

Holder of the Chartered Financial Analyst (CFA) and Chartered Alternative Analyst (CAIA) designations, experienced in dealing with ultra high net-worth individuals, institutional, and consultant clientele within a large global asset manager and multi family office. A critical thinker who dives deep to find the root of a scenario and provides detailed analysis and solutions. Strong interpersonal communication skills. Self-motivated and a proven team player.

Education:

University of Chicago, Booth School of Business: MBA University of South Florida: BS Finance