We're self-directed investors that want to bring the best portfolio management solution to everyone.
Jim is responsible for the technology platform that powers Portfolio Insight.
Prior to founding Portfolio Insight, Jim worked at and advised many top-tier technology companies in the Bay Area and around the world.
Jim holds an M.Phil. from Oxford University and a Ph.D. from Johns Hopkins University.
Jim actively manages his own investments and is an avid squash player.
Ferdi is responsible for Portfolio Insight's product strategy. Well-known in the dividend investing community, Ferdi is the author of the DivGro blog and is one of Seeking Alpha's most followed contributors.
Ferdi brings a unique blend of investing acumen and technology skills to Portfolio Insight. In addition to his experience as a dividend growth investor, Ferdi is a specialist in computer graphics and visualization. He holds a Ph.D. in Computer and Information Science from The Ohio State University.
Jim Sr. is responsible for Marketing and Business Development at Portfolio Insight.
Jim is a former Managing Director at Deloitte Consulting. Prior to Deloitte, Jim was Chairman and CEO of a publicly traded insurance company.
Jim is a Contributing Author at Seeking Alpha and an active dividend growth investor.