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Jim Jasinski, CFP®, CMT
Managing Principal
Jim Jasinski is an experienced investment professional with Certified Financial Planner™ and Chartered Market Technician® certifications. He brings industry-leading expertise in analytics and a deep commitment to developing lasting and trusting client relationships. Jim joined Cape Ann Capital in 2009 and was attracted to the firm’s mission to rigorously scrutinize the entire mutual fund universe through technology-driven analytics to determine optimal funds and managers.
At Cape Ann Capital, Jim is able to combine his passion for an analytical approach to investing with his desire to provide strategic, thoughtful guidance to clients throughout their investing timeline. Jim appreciates the opportunity to work closely with individuals, families, and institutions, helping identify their goals and objectives, and designing an investment solution geared toward meeting those needs. As a student of history, Jim appreciates the insights gleaned from studying the past. Jim believes the skills of an historian – such as, understanding the author and their true motives – are similarly applied within the investing arena.
Prior to joining Cape Ann Capital, Jim was a financial advisor within the private wealth management division of UBS Financial Services. Previously, Jim held leadership positions at three leading Boston-based investment bank boutiques Adams Harkness & Hill (presently Canaccord Genuity), America’s Growth Capital, and Avondale Partners. Jim earned a B.A. in History from Williams College.
Jim has devoted many years to developing young athletes. He has coached high school ice hockey, and soccer and lacrosse for his daughter. He enjoys spending time with his wife and daughter, and stays active playing ice hockey, golf, and a wide range of other sports.
Contact Jim directly by email or connect with him on LinkedIn.
Jeremy DiStefano, CFA
Portfolio Manager
Jeremy DiStefano is an experienced professional with a diverse background in the investment management industry. He was drawn to the blend of both a client-focused and technically driven approach at Cape Ann Capital, and the firm’s employees’ commitment to investing right alongside their clients.
Prior to joining Cape Ann Capital, Jeremy led the development effort on numerous software tools, including the build-out of a portfolio and risk management data warehouse, a best-of-breed security analytics platform, and a client report generation and distribution system. He has also served in a client service capacity, working with portfolio managers and research analysts on calculation, customization, and visualization of portfolio analytics.
Previously, Jeremy served in a client service role at Lightkeeper, a performance attribution and risk management software platform for hedge funds. Prior to that, he served in technology positions at Income Research + Management (IR+M), a fixed-income asset manager, and Financial Architects Partners, a firm specializing in managing large life insurance portfolios. Jeremy earned a B.S. in Computer and Information Systems from Bentley University and is a CFA Charterholder.
Jeremy has spent many years coaching sports for his son and daughter, and serves as the current president of Hamilton-Wenham Youth Basketball. He devotes his spare time to fitness, basketball, golf, sailing, and reading.
Contact Jeremy directly by email or connect with him on LinkedIn.