Partner / Investment Director

Jim oversees the Trinity review process of more than 80 global, institutional money managers representing over $80B in assets. He also coordinates the numerous mutual funds we monitor. Jim's financial planning background covers many areas ranging from comprehensive plans to investment and tax planning for individuals and small business owners. Money management has been a major focus throughout his career, having assisted in the development of institutional investment programs since 1988. Jim specializes in the investment monitoring and design of portfolios for our clients.

Jim graduated from Washington University in 1983 with a Bachelors degree in Business Administration. He began his career with Commerce Bank in the commercial lending area. In 1986 Jim began his financial planning career which included his CFP certification and his association with Jim Matush.