Director of Investments

James Long, CFA, CFP®, CMFC®

Director of Investments

James Long, CFA, CFP®, CMFC®

Jim has focused on researching investments and financial strategies since 2009. He currently leads our Investment Committee, where he sits as Director of Investments.

Jim earned a Bachelor of Science degree in Chemical Engineering from the University of Michigan. He holds the Chartered Financial Analyst (CFA) designation, a graduate-level investment credential, the CERTIFIED FINANCIAL PLANNER™ certification, and a Chartered Mutual Fund Counselor (CMFC®) designation.

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