Jamie has been advising families, entrepreneurs, endowments and foundations for over 20 years to help preserve and grow their wealth.

Jamie launched his career at Lehman Brothers in San Francisco, where he cultivated a foundation in working with investment managers. This experience ignited his passion for client-centric wealth management and global investment strategies.

In 2004, Jamie became a partner at The Knall Cohen Group, where he was instrumental in delivering personalized wealth management solutions. With the help of his insights, the firm earned a reputation for excellence in investment management, catering to a diverse clientele with tailored financial strategies. Jamie's ability to build enduring relationships with clients and industry colleagues has been a hallmark of his professional journey.

Jamie holds a B.S. in finance from the University of Colorado at Boulder and an MBA from the University of Chicago.