Private Wealth Advisor, Merrill Lynch
Jim joined Merrill Lynch in 1981 after three years as a Presidential Management Intern. As the senior partner for The Ryan Group, he focuses on strategy and business development. Jim is also part of a Global Institutional Consulting team, a designation bestowed upon Merrill Lynch teams whose members complete specialized training requirements focused on helping institutional clients meet the investment needs that their unique, and often complex situations, require.
He holds a Bachelor’s degree from the University of Notre Dame and a MBA from Cornell University, which he attended on a Charles E. Merrill Fellowship. He has been recognized by Barron’s as one of the Top 1000 and Top 1200 Advisors in the country every year since its inception in 2009 and 2013, respectively.
Jim frequently speaks at Merrill Lynch and Barron’s conferences on the topic of Socially Responsible Investing and has been quoted in the Wall Street Journal, Institutional Investor, Baylor University Business News and in various Merrill Lynch research papers on the topic. Jim’s work on Faith Consistent Investing was also featured in Barron’s magazine. He was a panelist at the Catholic Finance Association Conference, Christian Investment Forum Kingdom Advisors Conference, University of Notre Dame Catholic Endowment Conference, the Pontifical Council for Justice and Peace symposium, “Impact Investing,” in Vatican City and a speaker at the NAPA Institute.
Jim and his wife, Libby, live in Brooklyn with their sons, Michael and Joseph. He is a member of the Board of Trustees for Nazareth Housing in Manhattan and CHIPS Soup Kitchen in Brooklyn. Jim is a Knight of the Holy Sepulchre, and a member of the Friendly Sons of St. Patrick.
Academics and researchers have long viewed Socially Responsible Investment (SRI) and Equitable Financing as the Holy Grail of Islamic Finance. Many of the stipulations of Islamic Finance have been widely rationalized as being necessary for equitable growth and as being more humane, compassionate even more environmentally sustainable than secular banking practices in their larger impact […]