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Jim Ulseth
Deputy CIO at WE Family Offices

Profile

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.

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Agenda Sessions

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

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Speakers at this event