James K. Pollock, CFA

With over forty years of experience managing money for a wide range of personal, corporate, retirement, private foundation and endowment portfolios, Jim Pollock provides clients with a common-sense perspective when managing their assets. Jim earned the Chartered Financial Analyst designation in 1987. He received his BGS from the University of Michigan and MBA in Finance from Eastern Michigan University. Jim is a member of the CFA Institute as well as the CFA Society of Detroit. Jim is the grandfather of five and, resides in Ann Arbor with his wife Susan and dog Brady. EXPERIENCE ------------------ Diversified LLC, Feb 2026 to present Partner, Senior Wealth Advisor Pollock Investors Advisors, LLC 2006 to Feb 2026 Managing Partner Comerica Asset Management, 2000-2006 Vice President and Senior Portfolio Manager Beacon Investment Company, 1994-2000 Director of Equity Research and Senior Portfolio Manager Munder Capital Management, 1992-1994 Senior Portfolio Manager, Private Management Group Comerica Bank, 1983-1994 Vice President and Senior Portfolio Manager EDUCATION, CERTIFICATIONS & AFFILIATIONS ------------------------------ Chartered Financial Analyst (CFA) designation M.B.A. Finance, Eastern Michigan University B.G.S. University of Michigan, Ann Arbor Member of the CFA Society of Detroit Member of The CFA Institute