Jim Carroll
Senior Vice President & Portfolio Manager, Toroso Advisors
Jim Carroll is a Senior Vice President & Portfolio Manager at the Toroso Advisors division of Tidal Financial Group, a multi-billion dollar RIA offering asset management, wealth advisory and ETF consulting services. In this role, he advises high net worth clients on wealth management and specializes in systematic ETF strategies designed to achieve specific objectives. Prior to joining Toroso in 2019, Jim founded wealth advisor LongRun Capital Management in 2003. His previous experience includes four years as Chief Financial Officer of a NASDAQ-listed company and sixteen years as an investment banker with Smith Barney, Kidder Peabody and Bear Stearns. He also served four years of active duty as an officer in the U.S. Army. Mr. Carroll earned a BA in Psychology from Claremont McKenna College and an MBA from Harvard Business School.