Jimmy Sioris, MBA
Managing Director, Wealth Advisor
Jimmy Sioris is a Managing Director, Wealth Advisor at Cresset, responsible for providing customized and comprehensive financial solutions to ultra-high-net-worth clients and their families.
Since 2007, Jimmy has brought his considerable investment acumen, strong understanding of process, and his, ‘how-can-I-do-this-better’ attitude, to his client families.
Jimmy began his professional career in investment banking. A desire to help clients throughout their lives and into the generations that follow led him to wealth management. Jimmy takes pride in his work with visionaries and leaders, and in supporting the overarching firm goals at Cresset.
Jimmy’s passion for serving others, uncovering solutions, and creating strategic growth opportunities are put to work internally and externally. Jimmy works to develop tactical and strategic asset allocation decisions. Jimmy takes great care in influencing the client perspective each and every time firm investments are discussed at the most strategic levels.
Jimmy earned an MBA in business administration with concentrations in finance and management, and a bachelor’s degree in business finance from the University of St. Thomas.
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
YPO Twin Cities