Jim Tanner

Director of Operations

Jim Tanner has been responsible for the operations of the firm since it was founded in 1995, and he currently directs and oversees the activities of the operations team. Operations team members share responsibilities in maintaining account management, portfolio accounting, data reconciliation and client requests. Jim is also responsible for the compilation and presentation of the firm’s performance measurement and reporting, utilization of tax management tools and billing.

Professional Experience

  • Operations for Portfolio Management Team @ Smith Barney


  • Santa Clara University

    • B.S. Combined Sciences

Fun Facts

  • Lives in Seattle with his wife & 4 kids

  • Played football and rugby at Santa Clara University

  • Grew up in Saratoga, CA