As Senior Investment Officer, Jamie is responsible for managing all EWM portfolios, researching new traditional & alternative investments, and assisting with management & reporting of all EWM’s special purpose vehicles for alternative investments.
Prior to joining the Company, Jamie worked at Thrivent Financial, a Fortune 500 company, for over nine years in multiple roles with the latest role working as a research analyst for Thrivent Asset Management. His prior employer won numerous accolades during his tenure there including multiple Thomsen Reuters Lipper Fund Awards. He was extensively involved in trading equities, analyzing portfolio risk, and managing equity index portfolios.
Prior to working in the financial services industry, Jamie worked as an accountant for several area firms, specializing in individual, partnership, and corporate tax.
Jamie received his Bachelor’s Degree from the University of Wisconsin-Oshkosh, with a double major in Accounting and Finance. He is both a Chartered Financial Analyst (CFA®) charterholder and a Certified Public Accountant (CPA).