James K. Pollock, CFA
Partner, Senior Wealth Advisor
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.
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.
