James Long, CFA, CFP®, CMFC®

Director of Investments

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jim_longWith a focus on investments, Jim is the Director of Investments with over 12 years of experience, He is a member of the Investment Committee and shares responsibility for researching investments and financial strategies for our clients.

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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