Jimmy Sioris, MBA

Shareholder, Client Advisor

jimmy-sioris

Jimmy began his professional career in investment banking, assisting companies in raising financial capital and issuing securities. He then transitioned into institutional equity sales, where he delivered thoughtful investment ideas to money managers across the country.  Jimmy soon realized that he wanted to move from working with institutions to helping and serving families. When the opportunity arose in 2007 to join Meristem, Jimmy knew it was a great fit. As a Client Advisor, he partners his knowledge and skills in managing wealth with achieving client’s objectives.

Jimmy and his wife Larisa live in Edina with their daughter Iliana and son Pericles. He is an avid golfer and college sports fan, especially the University of Minnesota Gopher’s football and basketball programs.

WORK EXPERIENCE

Meristem
Client Advisor, 2007 – present
Investment Committee, 2016 – present

Feltl and Company
Investment Banking and Institutional Equity Sales, 2003 – 2006

EDUCATION

University of St. Thomas
MBA, Business Administration with Concentration in Finance and Management (2010)

University of St. Thomas
BA, Business Finance (2003)

COMMUNITY INVOLVEMENT

Children’s of Minnesota Foundation, Investment Committee
Children’s of Minnesota Foundation, Children’s Counsel – Executive Committee
Commanderie de Bordeaux Minnesota, Membership Chair
Twin Cities Dunkers

INTERESTS/HOBBIES

Golf, travel, food and wine