James E. Bondelid

Chief Investment Officer



Jim has worked in the investment business since 1979, when he started in the family office of a Forbes 400 individual. Later he worked in trust departments for 1st Interstate, Harris Trust, and PNC Advisors. At Harris, Jim managed and supervised over $2 Billion in fixed income assets. His bond fund scored in first place among its peers over a five year period. He also worked for Legg Mason Investment Counsel. Mr. Bondelid holds a CFA designation.

A graduate of University of Washington (MBA Finance 1979), Jim volunteers at Astral Artists, the Curtis Institute of Music, and Interfaith Hospitality Network. He lives with his wife and daughter in Oreland, PA.