Jim Cahn
Direttore degli Investimenti presso Wealth Enhancement Advisory Services LLC
Profilo
Mr. James L.
Cahn is a Chief Investments & Business Development Officer at NorthCrest Asset Management LLC and a Chief Investments & Business Development Officer at Wealth Enhancement Advisory Services LLC.
He brings significant financial services experience along with the investment management industry’s best thinking and best practices to his role.
His philosophy on investing has centered on providing clients with cost-effective, well-diversified portfolios and investment strategies that fit within a specific risk tolerance in order to help clients pursue their financial goals.
Prior to joining Wealth Enhancement Group, he served as Chief Investment Officer and Portfolio Manager for a Chicago firm, where he oversaw investment programs, launched a hedge fund-of-funds and consulted with clients.
He has a B.S.
from Northwestern University and an MBA from the University of Chicago Booth School of Business.
Posizioni attive di Jim Cahn
| Società | Posizione | Inizio |
|---|---|---|
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Direttore degli Investimenti | 01/05/2012 |
NorthCrest Asset Management LLC
 NorthCrest Asset Management LLC Investment ManagersFinance NorthCrest Asset Management LLC (NorthCrest) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2021 and is a wholly owned subsidiary of Wealth Enhancement Group LLC (WEG). NorthCrest primarily acts as sub-adviser to Wealth Enhancement Advisory Services LLC (WEAS), a registered investment adviser separates from but affiliated with NorthCrest through common ownership under WEG, to provide investment strategies for the benefit of its clients. | Direttore degli Investimenti | 01/04/2021 |
Precedenti posizioni note di Jim Cahn
| Società | Posizione | Fine |
|---|---|---|
Wanger Investment Management, Inc.
 Wanger Investment Management, Inc. Investment ManagersFinance Founded by Eric D. Wanger in 2002, Wanger Investment Management, Inc. is a registered investment advisor located in Chicago. The firm manages the Wanger Long Term Opportunity Fund II LP and the Wanger Income and Growth Fund LP. | Analyst-Equity | 27/07/2010 |
Formazione di Jim Cahn
| Northwestern University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Wanger Investment Management, Inc.
Wanger Investment Management, Inc. Investment ManagersFinance Founded by Eric D. Wanger in 2002, Wanger Investment Management, Inc. is a registered investment advisor located in Chicago. The firm manages the Wanger Long Term Opportunity Fund II LP and the Wanger Income and Growth Fund LP. | Finance |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |
NorthCrest Asset Management LLC
NorthCrest Asset Management LLC Investment ManagersFinance NorthCrest Asset Management LLC (NorthCrest) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2021 and is a wholly owned subsidiary of Wealth Enhancement Group LLC (WEG). NorthCrest primarily acts as sub-adviser to Wealth Enhancement Advisory Services LLC (WEAS), a registered investment adviser separates from but affiliated with NorthCrest through common ownership under WEG, to provide investment strategies for the benefit of its clients. | Finance |
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