Jim Carroll is a senior wealth adviser and portfolio manager for investment adviser Ballast Rock Private Wealth. Before this, he had worked at multibillion-dollar investment adviser Tidal Financial Group, founded wealth adviser LongRun Capital Management, spent four years as chief financial officer of a Nasdaq-listed company, and worked 16 years as an investment banker with Smith Barney, Kidder Peabody, and Bear Stearns. Jim's Substack, titled Vixology, analyzes stock market volatility to craft systematic long or short exposure designed to produce uncorrelated returns.
Jim earned his bachelor's degree in psychology from Claremont McKenna College and his Master of Business Administration from Harvard Business School. He also served four years of active duty as an officer in the U.S. Army.