JIM BLACHMAN

Jim brings over twenty-five years' experience in quantitative investments business management, sales and account management, client support, and product management. This includes 10+ years at direct-indexer Advisor Partners LLC managing portfolios, developing systems and products. Prior to that he headed a robo-advisor's RIA. Before the robo Jim was fund-wrap Product Manager at Bank of America following 8+ years at SEI Investments where he headed Western Regional Sales.