From the Military to Wealth Management with Jim Carroll

Joining a team of experienced wealth management professionals can be an extremely rewarding experience. Not only will you have the opportunity to learn from some of the best in the business, but you will also be able to help others achieve their financial goals.

In this episode, Tommy talks with Jim Carroll, Senior Vice President & Portfolio Manager at Toroso Advisors. Before joining Toroso Advisors, Jim founded Long Run Capital Management in 2003 to manage investments for high-net-worth families, related trusts, and charitable vehicles. At Toroso, Jim specializes in systematic ETF strategies to achieve specific objectives. He also serves as a sub-advisor for an insurance dedicated fund and a multi-manager volatility strategy. Jim is passionate about helping people who don't have a lot of expertise in navigating the financial markets.

Jim talks with Tommy about his transition from the military to the financial world, how he built a scalable business, and why he joined Toroso Advisors despite having his firm.

Key Takeaways