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  • Founder, JZA Coaching
  • Co-Founder, AUM Partners
  • Co-author, High Performing Investment Teams (Wiley, 2006)
  • Guest lecturer, Kellogg Graduate School of Management at Northwestern University
  • Retained Speaker for the CFA Institute (presented to more than 35 societies in seven countries)
  • Member, Tiburon Consulting Fellows
  • More than 30 years in leadership roles and consulting for investment organizations. Specializing in team building, leadership development and communications, Jamie has helped thousands of investment professionals reach higher levels of effectiveness.
  • Previously, served for 10 years as senior vice president of global marketing for Northern Trust Global Investments, a period when assets under management rose from $80 billion to $600 billion.
  • Earlier, served as director of marketing at Stein Roe & Farnham for seven years. Began career as a mutual fund analyst and has also co-authored books and other publications on mutual fund investing.
  • MBA, Finance, DePaul University
  • BA, English, University of Notre Dame
  • Certifications
    • Benchmarks 360 (Center for Creative Leadership)
    • Enneagram (Wagner Program)
    • SDI (Strengths Deployment Inventory)
    • Mediation (Cook County)