Jim Boucher

Jim Boucher is a Senior Portfolio Manager at SDR and is one of SDR’s shareholders.
Prior to joining SDR, Mr. Boucher was the Marketing Manager and Investment Sales Division Administrative Program Manager for The Pacific Bank.
Prior to his tenure at The Pacific Bank, Mr. Boucher held several professional positions at Wells Fargo Bank and was most recently the Finance Manager for its Private Banking Group.
Educational Background: Mr. Boucher received his B.A.
degree from the University of California at Berkeley and his M.B.A.
and M.P.A degrees from the California State University, Hayward.
Mr. Boucher currently holds the California Life & Disability Insurance license and, prior to his tenure at SDR, held NASD Series 7, 24, 63 and 66 security licenses.
He is currently a Level II CFA Candidate.
Mr. Boucher has also published numerous articles on such topics as analyzing treasury yields, insurance company due diligence, and client investment suitability standards.