Lead Portfolio Manager


Prior to joining Resource Investment Advisors (RIA), James worked as an analyst at Morgan Stanley and as a fixed income portfolio manager for UMB. He functions as the lead investment strategist for RIA and chairs the firm’s Investment Policy and Investment allocation Committees. His responsibilities include investment strategy oversight and writing all firm related economic commentary and market strategy pieces. He completed his undergraduate studies at the University of Montana and completed his Master’s at the London School of Economics.


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We look at the bigger picture, thinking of our clients’ futures from multiple points of view.


Our clients trust us because we always give it to them straight – and we always welcome straight talk back.


Other firms offer similar packages, services, options and funds, but the person you work with – how they handle themselves, the way they show they care – makes a difference.


When you call, we do

our best to quickly resolve any

issue or question you have. You won’t get caught up in some automated customer service system or process loop – you’ll get someone ready and

able to help.

5441 SW Macadam Ave. Ste 301

Portland, OR 97239

Tel: 503-248-0561

Toll Free: 877-248-0561

Email: info@impactbenefits.com


Impact Benefits & Retirement © 2020. All Rights Reserved.



Securities offered through Triad Advisors, LLC, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser. Resources Investment Advisors, LLC and iMPACT Benefits & Retirement are not affiliated with Triad Advisors, LLC.

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