Jim Blachman is Director, Growth for Smart Portfolio Strategies where he leads sales, marketing, and customer-experience and contributes to product development. He reports to Jason MacQueen, Director of Research.

Jim brings over twenty-five years’ experience in quantitative investments business management, sales and account management, client support, and product management. This includes 10+ years at direct-indexer Advisor Partners LLC managing portfolios, developing systems and products. Prior to that he headed a robo-advisor’s RIA. Before the robo Jim was fund-wrap Product Manager at Bank of America following 8+ years at SEI Investments where he headed Western Regional Sales.

Jim earned both bachelor and master’s degrees in economics from the University of California, Berkeley and was awarded the CFA charter in 2001. He is a member of QWAFAFEW