Jim Herrell



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.


11460 Tomahawk Creek Pkwy Leawood, KS 66211  (888)-798-2360

Investment advisory services offered by duly registered individuals on behalf of ChangePath, LLC a Registered Investment Adviser.

ChangePath, LLC and Covenant Wealth Advisors are unaffiliated entities.