Jim Mailliard – Financial Planner
Jim Mailliard has worked in the investment management profession for more than 20 years. He focuses his practice on high net-worth clientele through design, implementation and monitoring of diversified investment portfolios.
Prior to joining Perspective, Jim served in a variety of financial planning, investment advisory and management roles, including vice president, for J.P. Morgan Private Client Services, Miller/Russell and Associates, Ernst & Young, and KPMG. He earned a master’s of business administration (MBA) degree in finance and investments from Indiana University and a bachelor’s degree in engineering with honors from Iowa State University.
Jim is active with church and community charitable organizations, including Brophy College Preparatory and the Catholic Community Foundation of Phoenix; Students Supporting Brain Tumor Research; and St. Jude Children’s Research Hospital in Memphis, Tenn.
In January 2020, Jim was elected board treasurer and finance committee chair for Westminster Village, Inc., Scottsdale’s only not-for-profit continuing-care retirement community. He has served as a member of the finance committee since 2018.