Jim Roth is a Partner at Ascentix Partners, leveraging over four decades of experience to advise investment firms, broker-dealers, and hedge funds. His expertise encompasses M&A, technology strategy, and compliance. He is an alumnus of the Thunderbird School of Global Management and holds a General Securities Principal certification.
He emphasizes building personal connections as the key to success, a philosophy he applies in all his endeavors. Jim maintains strong ties to his roots and was recognized as the 2017 Alumnus of the Year by his high school, Joliet Catholic Academy.
Unique fact: His career in financial services spans more than 40 years, with significant tenures at industry leaders like BNY Mellon/Pershing.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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