James Judge, CFA, MBA

James Judge, CFA, MBA

Partner , President

Jim is a member of Ethos’ management committee and is responsible for the broad development of adviser service, practice management and recruiting. Previously, Jim oversaw a $2 billion RIA in the Philadelphia suburbs. Jim leverages his 20 years of portfolio management experience in helping our adviser partners construct, implement and manage client financial plans and investment allocations. Jim has also served as the lead portfolio manager for a multi-family office and an institutional alternatives advisor to multi-billion Taft-Hartley and Fortune 50 pension plans. Boston College undergrad, Wharton MBA.


Jim lives in Philadelphia’s suburbs with his wife, Julie, his three daughters and his son. If you see Jim outside of work, it’s most likely at church, or a youth sports outing for his children.