Jim joined Coho Partners in 2017 to focus on all facets of trading for the firm’s separately managed accounts and model platforms. He is responsible for trade order creation, pre/post-trade verification, trade execution, and trade settlement. Jim has 22 years of experience in the financial industry and is a partner of the firm.
Before joining Coho, Jim served for 11 years as a senior equity trader for Penn Capital Management where he was responsible for trading for the firm’s micro, small, smid, and mid cap strategies. Prior to his tenure at Penn Capital Management, he was a portfolio investment specialist for Rittenhouse Asset Management/John Nuveen Company. Jim began his career at Merrill Lynch.
James graduated from DeSales University with a BS in finance and received an MBA in finance from Temple University’s Fox School of Business and Management.