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