Joseph J. Sims, CFA
Deputy Chief Investment Officer, Advisor



B.A. Political Science, San Francisco State University; CFA charter holder; FINRA Series 65, previously held Series 7 & 63


Business Activities:

Equity Research Analyst with Jefferies and Company, responsible for generating investment opinions on companies within the Education and Training industries; also covered Real Estate Investment Trusts as an Equity Research Associate with Jefferies and Company; served as an Equity Research Assistant at Bank of America Securities, covering Enterprise and Consumer Software.

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Emery Bay Center 

6425 Christie Avenue, Suite 290

Emeryville, CA 94608