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James
Rooney

Senior Partner

Chief Executive Officer

Board Member

Jamie has over 25 years of experience in private wealth, asset management, investment banking, and private equity.

Prior to Sapient, Jamie most recently served as Chief Executive Officer at Corient Capital Partners, where he played a pivotal role in the growth, management, and eventual sale of the firm to CI Financial (CIXX). Joining Corient Capital Partners shortly after its inception, he led the firm and its growth to 30 professionals and approximately $5 billion in assets under management. Jamie also oversaw the development of the firm’s alternative investment platform, which successfully deployed ~$2B of capital across a variety of strategies over a four-year period.

Before Corient Capital Partners, Jamie was Chief Executive Officer of Freestone Capital Management, a Seattle-based RIA, where he managed a team of 60 people across multiple offices in Seattle, Portland, San Fransisco, and Santa Barbara.

Earlier in his career, Jamie gained extensive experience in investment banking, private equity, and corporate development with roles at CIBC World Markets, Reuters Group, and Lehman Brothers. Throughout his career, Jamie has advised and invested in several private and public companies in the US, UK, France, and Spain.

Jamie holds a B.A. in Business Administration from Washington University in St. Louis and his MBA from the Anderson School at UCLA.

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