Jim Kilcommons Iii, Cfp® Email & Phone Number

Princeton, New Jersey, United States

Jim is responsible for designing and managing customized investment portfolios to help meet the financial objectives of high-net-worth clients in Princeton, NJ.

Portsmouth, New Hampshire

Responsible for all managed and trust relationships for People's Wealth Management Division located in New Hampshire and Southern Maine. Partnered with three Wealth Management Advisors (sales) and two Wealth Management Officers (trust administration) to develop new business and to maintain existing relationships. Structured and executed investment strategy.

• Successfully grew assets under management from $200 to $425 million.
• Managed 150 relationships generating $3.8 million in annual revenue.
• Portfolios included domestic and international high net worth families, senior executives, taxable and nontaxable organizations, and Merrill Lynch trust clients.
• Accomplished minimum account turnover with consistent performance and high-touch servicing.
• Developed and strengthened relationships with Merrill Lynch Financial Advisors and sales teams in Northern New Jersey to close additional business--$75M in 2008, $80M in 2007.
• Maintained in-depth daily knowledge of the securities markets and various BlackRock investment platforms, understanding the rationale for underlying holdings, sector and asset allocation decisions.

Managed $425M in 150 HNW and Institutional relationships. Note: BlackRock and Merrill Lynch Investment Managers merged in October 2006.

• Core Equity Team (CET)Served as one of the six voting members of the Core Equity Team, which:
• Directed stock selection and sector allocation decisions for $20 billion in all core equity and balanced portfolios.
• Participated in bi-weekly CET meetings to review impact of recent market action on model portfolio and discuss new investment ideas recommended by analysts.
• Informed the CET on new developments in the energy sector.

• Developed a unit in MLAM to manage and service portfolios under $1 million.
• Created and updated investment models trading all portfolios on Checkfree Security APL software.
• Outperformed S&P 500 on trailing 12 month basis, 16.88% vs. 13.26% and on trailing 36 month basis 16.94% vs. 16.43% as of December 2000 with very low dispersion.
• Generated $5.5 million in annual revenue from 504 portfolios with $306 millions in assets.

• Established and implemented marketing and sales strategies such as Managed Money Workshop Series and MLAM newsletter which generated record numbers of separately managed portfolios.
• Achieved top-producing manager status 3 out of 5 years.
• Increased visibility of asset management group through high level interdisciplinary meetings, joint client presentations, consistent follow-up and team building.

• Business Financial Services
• Delivered strong business flow through consultative team approach utilizing internal and external resources, accredited public seminars, national and region sales meetings and private appointments generating business.
• Achieved top producing manager status for sales of separate accounts management products, performance analysis programs and qualified retirement plan services.
• Overachieved annual sales goals by 25%.

• Provided investment advisory services to businesses, top executives and wealthy private clients resulting in top quartile ranking in accounts, assets, and production.

Ba, English

Bachelor Of Arts (B.A.), English Language And Literature/Letters