Director, Advisor Services Exchange
Former COO of JAForlines Global, Jamie helped lead JFG from a startup to one of the industry’s leading ETF Strategists, which was acquired in late 2017. As COO, he successfully launched the Firm’s Global Macro Tactical Allocation Solutions across SMA, Mutual fund, CIT, and model delivery vehicles. He also oversaw aspects of the business including product development, sales, marketing, trading, and operations. While at JAForlines he spent 8 years on the portfolio management team. JFG’s flagship Global Tactical Allocation portfolio ranked in the top decile over the 3 year period ending 12/31/17 among Morningstar Tactical Mutual Funds. The firm was also named Envestnet’s Strategist of the Year in 2016 and was a finalist again for 2018.