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Jim Ulseth
Deputy CIO at WE Family Offices


Jim Ulseth, CFA, CAIA, is deputy CIO of WE Family Offices. He manages the Investment Research team, and directs the firm’s investment research process and development of its investment capabilities. Previously, Ulseth was head of investment research. He has an undergraduate degree in finance from the University of South Florida.

Jim Ulseth's Network

Agenda Sessions

  • Hiring & Firing Investment Managers: What Institutional Investors Look For


Speakers at this event