Partner, Chief Investment Officer
Jim is partner and Chief Investment Officer of Adviser Investments. Jim is the editor of the Fidelity Investor and Fidelity Sector Investor newsletters, president of the Fund Family Shareholder Association. He is also the former investment strategist for Boston-based Adams, Harkness & Hill, and has written several books on investing, most recently Investing from Scratch (Penguin, 2007) and What Every Fidelity Investor Needs to Know (Wiley, 2007). Jim was educated at Vassar College, where he earned a B.A. in philosophy, and holds master’s degrees in theological studies from Harvard Divinity School and in Anglo-Irish literature from Trinity College (Dublin, Ireland). He is an accomplished sport fisherman. Jim lives in Needham, MA.