Meet the Experts Behind Your Success

Jimmy is a Portfolio Analyst and Trading Associate at Sax Wealth Advisors. He is responsible for managing portfolio asset allocation, rebalancing client portfolios, and executing trades in equity and fixed income investments. Jimmy also conducts research on investment opportunities and collaborates with advisors to develop personalized investment strategies. Additionally, he serves on the firm’s Investment Policy Committee.

Jimmy graduated from The University of Texas at Austin’s McCombs School of Business, where he obtained a Bachelor of Business Administration in Finance, specializing in Investment Management, and a minor in Real Estate.

In his spare time, Jimmy enjoys basketball, dancing, and working out in the gym.