Jim joined RPg Asset Management in July 2016 as Managing Director and Investment Committee Co-Chair. Prior to joining RPg, Jim founded Tactical Allocation Group, LLC (TAG), an independent Registered Investment Advisor and the creator of the TAG strategies. Jim’s primary responsibilities include Senior Portfolio Manager for the TAG Strategies and setting the macroeconomic policy which drives the tactical asset allocation decisions for the TAG Strategies. Jim has decades of asset management experience in addition to years as a former practicing CPA tax partner at a national CPA firm.

Jim earned a B.S. in Accounting with minors in Economics and Philosophy from St. Louis University and a Master of Science in Taxation (MST) from Walsh College. Jim has been a published author, speaker/panelist at financial industry conferences and client events, as well as an interview guest for radio and print.