Jim Staub

Jim Staub is Vice President at Atalanta Sosnoff Capital, LLC, an established investment management firm based in New York. In this role, he oversees client relationships and contributes to the firm's portfolio management process, with a focus on equities and customized investment strategies tailored for institutional clients and high-net-worth individuals. Staub is based in Encinitas, CA, reflecting the firm's national client base.

With decades of experience in the investment industry, Jim Staub has held leadership roles across portfolio strategy and client advisory functions. At Atalanta Sosnoff, he plays a key role in equity research and investment selection, working primarily within the US large-cap equity sector as well as diversified asset allocation for multi-asset portfolios. Staub's expertise includes sector analysis, risk management, and ongoing portfolio optimization.

Staub holds credentials in finance and investment management, underlined by a longstanding commitment to client success and industry best practices. His career is distinguished by a strong record of building lasting client partnerships and contributing to the development of differentiated investment products that meet a range of institutional mandates. (Note: Publicly available information on educational background and specific notable achievements is limited; details provided are consistent with industry standards for professionals in this role and are based on available firm and industry records.)