Jim Herrell

Jim Herrell, CFA, is the Director of Investments and brings a wealth of investment management experience to Partnervest Investment Group LLC, having spent 21 years in the asset management industry. He specializes in alternative assets, particularly hedged and absolute return strategies. A 1988 graduate of UC Santa Barbara, Mr. Herrell honed his knowledge of hedged strategies as a trader at Kayne Anderson in Los Angeles. In 1991, he became a partner and head trader at Strome & Co. in Santa Monica. Management expertise coupled with opportunistic investing across a broad spectrum of global markets enabled the fund to grow its assets from $50 million to more than $1.1 billion by the end of 1994. In addition, he helped manage $25 million for George Soros’ Quasar Fund. Relocating to Santa Barbara, Mr. Herrell managed $250 million for the Trust & Investment division at Pacific Capital Bancorp, covering high net worth and institutional clients. In 2003, he helped develop and manage a quantitative multistrategy hedge fund for the Santa Barbara Market Neutral Fund. He joined Partnervest in July 2008 and launched the Structured Target Return program shortly thereafter. Mr. Herrell enjoys volunteering in the classroom and on the soccer fields, as well as spending time outdoors and in the ocean. He lives with his wife and four children in the Mission Canyon area of Santa Barbara.