In his role as Chief Strategy Officer, Jim is responsible for new business development, client relations, investment management, and other strategic initiatives. As investment advisor, he handles fund changes for clients where Slavic Mutual Funds Management Corporation (SMF) serves as a 3(21) and 3(38) fiduciary investment advisor. He also plays a role on the Investment Committee that manages the SMF Aggressive, Moderate, and Conservative portfolios, and manages the algorithms utilized in the Bespoke automated portfolio advisor tool.
Jim has been with Slavic401k since 1996, serving in various capacities in sales, investment management, strategy, and operations.
A graduate of the State University of New York, Institute of Technology at Utica, Jim holds a bachelor’s degree in Electrical Engineering Technology and is a Registered Investment Advisor Representative.