You're signed outSign in or to get full access.
Jim Fuson
Vice President Investment Management at Jordan Park Group LLC
About
Jim Fuson is currently Vice President in Investment Management at Jordan Park Group, based in San Francisco, California, where he oversees investment strategies and portfolio management for high-net-worth and institutional clients. His responsibilities include asset allocation, manager selection, and the implementation of customized investment solutions across both traditional and alternative asset classes, with a focus on private equity, public equities, and multi-asset portfolios.
Prior to joining Jordan Park Group in 2023, Jim held senior investment positions at BlackRock, specializing in factor strategies and quantitative investment solutions, and at Franklin Templeton Investments as a senior portfolio strategist. Throughout his career, he has developed expertise across a range of sectors, notably in equities, fixed income, alternative investments, and factor-based portfolio construction.
Jim holds an MA in Economics from Illinois State University and a BA in Economics from DePauw University, providing him with a strong analytical foundation in macroeconomics and financial modeling. His significant contributions to the investment industry include developing innovative factor-based strategies at BlackRock and advising complex institutional portfolios at leading asset managers.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jordan Park Group | Vice President Investment Management | Sep 2023 to Present | Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, phila... |
| BlackRock | Vice President, Factor Strategy | Jul 2017 to Aug 2023 | Strategist on the Factor ETF team, responsible for supporting a suite of Smart Beta and Factor ETFs, marketed to Institutional and Advisory clients across equity and fixed income. Deliver advice on cu... |
| Franklin Templeton Investments | VP, Sr. Portfolio Strategist | Jul 2012 to Sep 2015 | Provided support for the Tactical Asset Allocation team, a quantitative investment management group dedicated to delivering multi-asset solutions. Partnered with portfolio management and research team... |
| Wells Fargo Funds Management Group | Senior Investment Analyst | Sep 2007 to Jul 2012 | Functioned as a fixed income specialist representing portfolio managers to sales teams and external clients. Provided product expertise supporting long-term taxable and tax-free fixed income mutual fu... |
| Barclays Global Investors | Asst. Portfolio Manager | Oct 2003 to Dec 2006 | Supported the management of equity funds in international markets, specifically the Japan equity funds. Activities included portfolio rebalance, trade list review, currency FX, and performance analysi... |
| MSCI-BARRA | Senior Analyst | Aug 2000 to Oct 2003 | Supported data and research efforts that enabled portfolio managers to identify, measure, and control risk across multi-asset portfolios. Provided coverage for the US fixed income sectors featured in ... |
| Board of Governors of the Federal Reserve System | Research Assistant | Jun 1998 to Jul 2000 | Assisted in current analysis of the corporate bond market and credit quality. Monitored a range of credit quality measures including junk bond defaults, business failures, and ratings changes. Assiste... |
Education
Illinois State University
MA, Economics
1995 — 1997
DePauw University
BA, Economics
1990 — 1994
Stephen Decatur High School
1986 — 1990
Skills & Expertise
Others at Jordan Park Group LLC (41)
| Name | Role | Location |
|---|---|---|
B Bobby Palladino | Portfolio Manager | New York, NY , United States |
B Brian Goncalves | Senior Associate | Beverly, MA , United States |
 | Partner | San Francisco, CA , United States |
| Associate | San Francisco, CA , United States | |
C Cassidy Bruner | Analyst | CA , United States |
D David Salisbury | Partner | CA , United States |
 | Vice President, ESG and Impact Investing | San Francisco, CA , United States |
E Eric Miller | Vice President, Investment Infrastructure | San Francisco, CA , United States |
 | Partner | Lafayette, CA , United States |
 | Senior Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Chief Portfolio Manager | Whittier Trust Co. | Newport Beach, CA , United States |
C Calvin Lee | Fund Manager | Whittier Trust Co. | Alhambra, CA , United States |
 | Investment Associate | Sepio Capital, LP | United States |
 | Investment Associate | Sepio Capital, LP | Provo, UT , United States |
 | President and Chief Investment Officer | Brandywine Trust Co. | New York, NY , United States |
 | Investment Associate | Brandywine Trust Co. | New York, NY , United States |