About

 

Jim Jeffery CFA

Jim  Jeffery, the founder and principal of Jeffery Asset Management and now Managing Director of Solaris Advisors LLC, possesses more than 30 years’ experience in the financial services industry, and brings a great depth and breadth of experience in financial markets to your service. Jim holds the Chartered Financial Analyst designation (CFA) with an MBA from New York University and a B.A. from Duke University. Prior to establishing Jeffery Asset Management in 2001, he served as Executive Vice President of Herbert J. Sims & Co., an investment banking firm with a specialty in health care finance, particularly long term care and senior living. At Sims, Jim led the underwriting effort and coordinated all the firm’s sales efforts, both retail and institutional.

For much of his career, which includes associations with Smith Barney Harris Upham and Tucker Anthony & R.L. Day, Jim has been a member of the CFA Institute (formerly AIMR, the Association for Investment Management & Research), The Investment Management Consultant’s Association (IMCA) and the New York Society of Security Analysts (NYSSA) His mission is to continue to build an advisory and consulting business that sets high standards in terms of integrity, performance and value-added personal attention.

Jim has a particular interest in the senior living industry, which dates from his experience from 1994 through 2000 as Executive VP & Head of Underwriting at Herbert J. Sims & Co, a leader in senior living finance. Jim has been involved with Leading Age, the national association and advocacy group for the senior living industry, and at various times Jim has been asked to speak about the unique investment management challenges of these organizations at both national and state member meetings. Specifically Jim has helped many Continuing Care Retirement Communities devise and implement an Investment Policy and Asset Allocation that balances the assets and liabilities of these organizations. In addition,

Jim’s direct experience underwriting, structuring and re-structuring CCRC bond issues is invaluable in his role as financial advisor and consultant to senior living organizations.

 

 

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