Our Approach

Jim Dullanty

Jim Dullanty

Managing Director & Chairman

 

Founding Exos Partners was based on my desire to bring a group of like-minded professionals together to build the premier leadership organization in the independent wealth management industry.

Jim Dullanty is a co-founder of Exos Partners and brings with him three decades of leadership in the wealth management industry. His 30 year career at Merrill Lynch included 20 years in a management and leadership role with responsibility for markets in Chicago, Albuquerque, Seattle, and San Francisco. Prior to Jim’s retirement from Merrill Lynch he was recognized as one of the top 3 Managing Directors in the Global Wealth Management group. During his tenure he also worked closely with Merrill Lynch senior leadership as the National Sales Manager for the Western United States based in New York City.

A graduate of the University of Washington’s business school, Jim maintains certification as a Certified Investment Management Analyst. Jim is an avid skier and is married with two children and splits his time between San Francisco and Park City, Utah. Jim is a former Board Member of the Exploratorium Museum in San Francisco.