Jim Herrell

Jherrell@partnervest.com

 

Jim brings a wealth of investment management experience to CWA, LLC, having spent 21 years in the asset management industry. He specializes in alternative assets, particularly hedged and absolute return strategies.

 


A 1988 graduate of UC Santa Barbara, Jim honed his knowledge of hedged strategies as a trader at Kayne, Anderson in Los Angeles. In 1991, he became a partner and head trader at Strome & Co. in Santa Monica.  Jim managed $250 million for the Trust & Investment division at Pacific Capital Bancorp, covering high net worth and institutional clients. Since his affiliation with CWA in 2009, he launched the Structured Target Return Program shortly thereafter.