B.A., Denison University
M.B.A., Harvard Business School
Citation awarded June, 2007
Jim began his career in investment banking immediately following graduation from Denison when he joined the Boston office of Blyth Eastman PaineWebber as a Financial Analyst. After graduating from HBS, Jim rejoined Paine Webber as an Associate in Dallas and was then lured away to the First Boston Corporation in 1988. While at First Boston (later renamed CSFB), Jim worked in Dallas and New York. During his tenure in New York, Jim was named a Managing Director in 1997. He moved to Chicago in 2000 where he established CSFB’s Diversified Industrials practice.
In 2004, Jim moved his practice to UBS and he co-founded their Midwest Regional Office. As Co-Head of the Chicago Office and Midwest Region, Jim manages the strategic direction of the office as well as several important industrial relationships around the country and several large regional relationships in the Midwest. The UBS Investment Banking Division is ranked as one of the top five investment banking firms in the world today. With over 20 years in investment banking, Jim is widely known for his transaction experience and for the many corporate relationships he has created and maintained over time.
Jim is affiliated with several civic and charitable organizations in Chicago including: the Civic Committee of The Commercial Club of Chicago, The Economic Club of Chicago, The Executives Club of Chicago, and The Chicago Club. Jim is also a member of the Executive Committee of the Ravinia Festival and has been featured in Crain’s Who’s Who in Chicago Business.
Jim has taken on increasingly demanding volunteer responsibilities for Denison since he graduated: Fellows volunteer, Career Advisor, Reunion Gift Committee, DART, Annual Fund volunteer, chair of the Barney Family gift circle, Reunion Leadership Gifts Chair, and President’s Leadership Council. In May 2006 Jim hosted an Organizational Studies group at his office at UBS and an event at his home the same evening. In August of that same year he co-hosted an event featuring Yo Yo Ma at Ravinia. He also hosted a truly outstanding President’s Leadership Council meeting in Chicago in December 2006.
Jim will join the Denison Board of Trustees in July 2007.