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Jim Worden

Jim Worden

Consulting Financial Analyst

Jim Worden, CFA®, CMT®, CAIA®, is the founder and Chief Investment Officer for Straightway Financial, partnering with BayBridge Capital Group to deliver enhanced analytics and research in support of our investment strategies.

Jim brings with him over 20 years of professional investment management experience, specializing in research and analysis, portfolio consulting and due diligence. Having earned his Series 7, 63, and 65 licenses, Jim is a Chartered Financial Analyst (CFA) Charterholder, a Chartered Market Technician (CMT) Charterholder, and a Chartered Alternative Investment Analyst (CAIA) Charterholder.

Before heading to O‘ahu to attain his Bachelor of Science in International Management from Brigham Young University - Hawaii, Jim served a two-year mission for his church in the Philippines where he became fluent in Tagalog. During his time at BYU – Hawaii, Jim continued pursuit of his multi-cultural aspirations, learning Mandarin to fulfill his foreign language requirements while working as a Canoe Guide for the Polynesian Cultural Center, where he gave tourists 20-minute rides on a double-hull canoe.

Jim continues his role as a guide in the markets, combining a vast understanding of industry trends with his aptitude for leveraging investment tools and technology to best support clients. When Jim is not busy analyzing, researching, or consulting, he enjoys reading, watching movies and spending time in nature hiking or lounging by the lake with his family and dogs.

 

 

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