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PRESIDENT

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Jim Ulseth has been working in the ultra-high net worth advisory space for over a decade. Currently, Jim serves as the firm's Deputy Chief Investment Officer where he manages the Investment Research Team and directs the firm's investment research process and development of the firm's investment capabilities. Previously, Jim served as the Head of Investment Research where he led the firm's efforts around manager selection and portfolio construction. He also serves as a voting member on the firm's Investment Committee.

Jim joined WE's predecessor, GenSpring Family Offices International in 2012 as an analyst supporting a client service team. Before 2012, Jim worked for Northern Trust as an analyst within various areas of the firm. During his six-year career there, Jim worked directly with both private clients and institutional investors. Jim earned his undergraduate degree in Finance from the University of South Florida. Additionally, he holds the Chartered Financial Analyst (CFA) designation, the Chartered Alternative Analyst designation, and presides as President on the board of Directors for the CFA Society of Miami.​​​​​