Jim Katsilieris, CFA
BA (Finance & Economics)
Jim began his financial services career in the 1990’s as Sales Director in the investment division of a major life insurance company. Prior to joining Dixon Mitchell, he also worked for a national wealth management firm where he was responsible for client service in both the private client and institutional departments.
Through his role on Dixon Mitchell’s investment committee, Jim contributes to the development, implementation, and oversight of investment portfolios for affluent private clients, business owners, and family offices.
Jim also works in collaboration with the other trusted advisors of Dixon Mitchell clients to deliver comprehensive, coordinated, and customized wealth management solutions.