OUR TEAM
Education:
B.S.B – University of Kansas (Finance)
B.S.B – University of Kansas (Accounting)
Experience:
Merrill Lynch
UBS Financial Services
Jim Shay, CFP®
Portfolio Manager of Private Clients
Jim joined Kornitzer Capital Management in 2023 following previous roles in the wealth management industry at Merrill Lynch and UBS, both in the Kansas City Metro Area.
Jim is a CERTIFIED FINANCIAL PLANNER™ with Bachelor of Science in Business degrees in both Accounting and Finance from the University of Kansas. Currently, he is a candidate for the Level III CFA Exam. Jim supports the Private Wealth arm of Kornitzer Capital Management, and is based in
Mission, Kansas.
Jim resides in Overland Park, KS with his wife and three young children.