Jim is the Chief Investment Officer at ENOS Consulting Group, Inc. He has more than 30 years of expertise in retirement planning and investment consulting.
His career began in 1986 at The Mutual Life Insurance Company of New York, where he worked in the Underwriting and Risk Analysis Group, focusing on Guaranteed Interest Contracts and stable value products. He later advanced to Vice President in the Manager Monitoring Group at Diversified Investment Advisors, where he played a key role in developing and overseeing the firm’s process for selecting and evaluating external investment managers. In this position, he was responsible for monitoring company assets managed by external firms acting as sub-advisors.
Jim then transitioned to a Vice President and Portfolio Strategist role, where he built strong, long-term relationships with clients as a trusted advisor. He provided investment consulting and strategic guidance for portfolios exceeding $3.1 billion in assets, specializing in mid-to-large pension plans. His approach combined in-depth analysis of each client’s specific needs with industry insights, market research, and product knowledge to create tailored investment strategies.
Jim also worked as a Pension Consultant and Financial Planner at EY, where he leveraged his extensive background to assist individuals in planning for a secure retirement. His expertise spans investment management, insurance, and retirement planning, helping clients make informed financial decisions.
Jim joined EPIC Retirement Services Consulting, a division of HUB International Northeast, in 2020 as a Senior Investment Advisor, where he provided investment consulting on Defined Contribution and Defined Benefit Plans using both quantitative and qualitative analytical techniques to design and implement Plan investment fund menus. 401k and 403b Plan menus were designed in such a way that enabled Plan participants to build a customized effective and efficient investment program and to satisfactorily meet their specific long-term retirement goals. He also designed, implemented, and executed sophisticated asset allocation strategies and modeling applicable to Defined Benefit Plans, and utilized comprehensive de-risking models through a detailed liability driven investing framework.
Jim earned his degree from American International College and holds a Series 65 license.