Jim, CORE’s President and an Investment Advisor Representative with Asset Management Financial Services, Inc., is a member of the firm's Investment Committee. Over the course of 50 years in investment management, Jim’s extensive experience in the industry brings a broad economic perspective to the CORE investment committee.
A 25-year veteran of The Pioneer Group, Inc., Jim served on the Board of Directors, was the managing director of Pioneer Funds Marketing GmbH in Frankfurt, Germany and was also a member of the management board of the first mutual fund in Poland established in 1991.
Looking to create a unique method to serve individual investors, Jim founded Spencer International Advisors, Inc., in 1994, where he developed a boutique investment management firm specializing in creating the meaningful client/investor relationships.
Now as president of CORE and chairman of the investment committee, he continues his dedication to enhancing the lives of clients through education, communication, objectivity and service excellence.
Over the years, his service to various industry organizations includes positions with the District Business Conduct Committee of the National Association of Securities Dealers, Inc., (now known as FINRA) and various committees of the Investment Company Institute in Washington, D.C.
Jim received a BA in economics from Hillsdale College in 1955, and was a 1978 member of AMP at Harvard Graduate School of Business.
Originally from Michigan, Jim lives in Belleair, Florida and enjoys spending time with his grandchildren. Extremely active in the community, he has served as chairperson for many charitable events including Abilities Guild Holiday Gala, Suncoast Hospice Charity Ball, UPARC Foundation’s Festival of Trees, and Morton Plant Mease Hospital Foundation Charity Ball. He served on the board for the Valspar PGA Golf Tournament and UPARC Foundation and was appointed to the Florida Endowment Foundation for Vocational Rehabilitation (The Able Trust) in 2008.
Jim enjoys travel, spending his summers in the South of France and visiting various points of interest within the United States.
Investment Advisory Services offered through Asset Management Financial Services, Inc. (AMFS). AMFS only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements. Follow-up and individualized responses that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as the case may be, will not be made absent compliance with state investment adviser and investment adviser representative registration requirements, or an applicable exemption or exclusion.