Objective investing
Fair fees
Simplified process
Meet Our People
James W. Byrd
Founder and President
- Forty-six years of experience, including positions at Continental Illinois National Bank, Kidder Peabody & Company, Shearson Lehman Hutton, Inc., and Robert W. Baird & Company.
- Taught Finance and Accounting in graduate and undergraduate programs at Cardinal Stritch College.
- Provided consulting services to health care and insurance organizations, and to trust departments of national banks.
- Served two years in U.S. Peace Corps in Central America as Community Development Specialist.
- Master of Management degree, specializing in Finance and Accounting, from Northwestern University and Bachelor of Arts degree, specializing in Spanish and Latin American Studies, from Carthage College.
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