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 in Oreland, PA.