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Jim Ulseth, CFA, CAIA
CHIEF INVESTMENT OFFICER
Jim Ulseth has been working in the ultra-high net worth advisory space for over a decade. Most recently, he served as the Deputy Chief Investment Officer at WE Family Offices where he managed the firm’s investment platform and capabilities across $10B in client assets. Prior to working at WE Family Offices, he held various investment roles at GenSpring Family Offices International and Northern Trust.
Jim is an active member in the Miami finance community and currently serves on the Board of Directors as President of CFA Society Miami.
- The University of Chicago, Booth School of Business - MBA
- University of South Florida - B.S. in Finance
- CFA Institute - Chartered Financial Analyst® professional designation
- CAIA Association - Charter Alternative Investment Analyst professional designation
