Jim Shellenberger
Investment Analyst Associate
Jim is a member of the Investment Team for Frontier Asset Management.
He joined Frontier in 2015 and is a CFA® Level II candidate. He is primarily responsible for managing Biblically Responsible Investing (BRI) strategies.
He also supports the Senior Portfolio manager with the production of asset allocation and portfolio level reports used by the Investment Committee as part of Frontier’s ongoing portfolio management process.
As a member of the Investment Team, he also:
- Assists advisors and client-servicing personnel with any investment or portfolio centric data requests
- Supports the Senior Portfolio Manager in implementing our BRI process
- Produces various reports used by the Investment Committee
- Aids in the completion of other ad hoc research projects and white papers
He also brings to Frontier his experience in commercial and real estate banking.
Education
- BS in Business Administration from the University of Wyoming with a Finance minor
- Received Dean’s Award to Outstanding Seniors
- Honors Program Graduate
- Completed the Series 65 Uniform Investment Advisor Law Exam
More About Jim
- He enjoys time in the outdoors – hunting, fishing, hiking, and backpacking.
- You will find him watching and participating in sports.
- He’s reached a top speed of 76 mph on the ski slopes.
- His grandmother was a drill sergeant in the Army.
- He owns shares in the Green Bay Packers.