Jim is a Senior Portfolio Manager with the Clark Group at Morgan Stanley with over 30 years experience managing client portfolios. He has completed the requirements to manage investment portfolios as a Registered Investment Adviser Representative in Morgan Stanley's Portfolio Management Program. Jim is responsible for the overall management of investment funds for the various equity portfolios developed by the Clark Group for individual, corporate, and trust accounts. Jims goal is to help clients achieve their financial freedom by professionally managing their assets. Jim is a past President of the Boston Chapter (6,500 members) of the American Association of Individual Investors, a national non-profit educational group for individual investors. As a leader in the AAII, he has taught Special Interest Groups in Options and Financial Planning to help investors broaden their investment knowledge. Jim holds an MBA degree majoring in Finance from Boston University and a Bachelor of Science degree majoring in Mathematics from Tufts University. Jim actively enjoys the sports of racquetball and skiing and spends an inordinate amount of time at Fenway Park and TD Garden cheering for the Boston teams. 