Shepherd. Mentor. Catalyst.
Those three words mean a great deal to Jim. As CEO and investment committee chairman for Percipio, the investment holding company he founded, Jim’s focus is twofold — to shepherd the capital entrusted to him by his investors and to mentor his loyal team of professionals as they seek to spur business growth.
Jim has 20 years of experience in the fields of financial valuation and strategic management consulting, with a focus on market and credit risk management, and strategic asset management. Add to that 10 years of experience managing syndicated fund investments across asset classes and you’ll find there’s not much that can surprise Jim. A Navy veteran, Jim earned a B.S. in chemical engineering from Tulane University and an MBA focused in finance from Babson College (Boston Campus), and just because he enjoys learning, Jim is currently working toward an M.S. in applied mathematics from the University of Nebraska Omaha.
“I’m proud to be a catalyst for positive change in communities by identifying opportunities and relationships where our participation makes the sum of the venture greater than its parts.”
Goodwill Omaha, Board of Trustees