Jim Ward

Jim Ward serves as Chief Investment Officer and Chief Financial Officer at Everett Harris & Co, a Los Angeles-based investment advisor managing multi-billion dollar portfolios for individual and institutional clients. In this senior leadership role, he oversees investment strategy, portfolio construction, and risk management for the firm's diverse client base, guiding both asset allocation and firm-wide financial operations.

Ward's expertise covers a broad range of asset classes, including equities, fixed income, and alternative investments, reflecting Everett Harris & Co's approach to customized wealth management. The firm manages assets for high-net-worth individuals, family offices, and charitable organizations, and Ward plays a key role in shaping portfolio management for these sectors.

With affiliation at Everett Harris & Co since at least the early 1990s, Ward has significant industry experience and long-term commitment to the firm's clients. While specific educational credentials are not publicly available, his dual responsibilities as CIO and CFO underscore deep expertise in investment management, financial oversight, regulatory compliance, and client advisory services. Notable for his leadership during major market environments, Ward's stewardship helps sustain Everett Harris & Co's reputation for prudent, client-focused investment management.