Jama is the firm’s lead analyst and an essential voice on our investment committee, where he drives the firm’s overall investment strategy, asset allocation, and portfolio management. His research-driven approach is fundamental to maintaining our disciplined investment process and achieving long-term client objectives.
Jama brings more than a decade of experience in wealth management, working closely with high-net-worth families and institutional clients to develop custom investment solutions. He began his career at Ameriprise Financial and later held investment-related roles at Morgan Stanley. Over the course of his career, he has developed a strong foundation in portfolio management, which now supports his work in guiding the firm’s investment strategy. He holds the Chartered Financial Analyst® (CFA®) designation and earned his degree in Economics from the University of Minnesota in 2014.
Outside of work, Jama enjoys traveling and hiking, with a personal goal of visiting every U.S. National Park. He lives with his wife and their two daughters, ages five and two. Until the girls are old enough to tackle more challenging terrains, he happily racks up his miles exploring local parks and playgrounds with them.
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