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Jimmy's Story

A CFA with 41 years of experience, Jimmy focuses his investment management practice on high net worth individuals and their families, as well as foundations and endowments.

The Dayton native is well known in the Greater Cincinnati community as a leading businessperson and philanthropist. Jimmy has become a well-known individual among a community of giving people. His heart for serving the community has become a key piece of his identity.

Ask Jim About

  • High net worth individuals
  • Multigenerational wealth
  • Foundations and endowments

James A. Miller

Wealth Advisor, Principal


  • University of Michigan, BA in Economics, 1971
  • Harvard University, MBA, 1974
  • Chartered Financial Analyst (CFA)
  • Playhouse in the Park: Board Member, 1998-2018
  • Cancer Support Community: Board Member, since 2004
  • Contemporary Arts Center: Board Member, since 2004
  • American Jewish Committee: Member National Board of Governers, since 2004
  • Xavier University: Board Member, since 2006
  • Commercial Club, since 2009
  • Cincinnati Psychoanalytic Institute, since 2001
  • Cincinnati Ballet Foundation, since 2009
  • 4C for Children – Champion for Children 2006
  • American Jewish Committee’s Human Relations Award – Key to the City of Cincinnati 2008
  • Ursuline Academy Sister Angela Merici Leadership Award, 2013
  • Cancer Support Community Benefactor of the year, 2014