Jim joined Batterson Venture Capital LLC in September of 2009 as a Managing Principal to head the firm’s new business development and client communications efforts. With nearly 25 years in the financial services industry, Jim brings expertise in all facets of creating customized investment solutions for high-net-worth individuals and small institutional clients.
Jim began his financial services career in 1990 as the owner of J.E. Vaughan Financial Services in Bloomfield Hills, Michigan, where he and his team provided insurance and investment planning to the owners of closely held businesses.
In 1998 he founded and managed William Blair Select, the open architecture investment management platform for Chicago-based William Blair and Company. This program was developed to serve the firm’s financial advisors, as well as firms outside the company such as bank trust departments and registered investment advisors choosing to supplement or outsource their investment management infrastructure. A top-flight team and research process were established to select account investment managers, mutual funds, and a host of alternative investment vehicles, enabling financial advisors to craft fully diversified investment portfolios with a “best-in-class” approach. The William Blair Select team developed strategic partnership relationships with over 50 investment management organizations to serve their investor clientele. The program grew to $1.2 billion in client assets during Jim’s 11-year tenure.
Following college at San Francisco State University, Jim enjoyed a career in athletics, playing professional golf for 14 years and serving as the Head Golf Professional at Detroit Golf Club from 1982-1990.
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