Jim Robertson

Jim is responsible for raising capital from institutional investors for ATEL Private Debt Funds as well as marketing and client service.

Prior to joining ATEL, Jim served as Managing Director for Strategic Investment Group, providing outsourcing of the Chief Investment Officer position (OCIO) to institutional investors. He previously held positions with institutional investors at RCM Capital Management, Wells Capital and SEI Investments, and spent a number of years in product development for Charles Schwab’s Institutional team, building out their Mutual Fund Marketplace.

Jim received his Bachelor of Science in Marketing Management from Syracuse University.