Jim Charles, a vice president in Institutional Services, is responsible for business development and client relationship management for the firm's pension (including corporate, public, and Taft-Hartley), and foundation and endowment clients. Prior to Dimensional, Jim managed a sales and client service team at American Century Investments and was previously an institutional investment consultant for Watson Wyatt Investment Consulting and Towers Perrin Asset Consulting.

A CFA Charterholder, Jim holds an MS in financial planning from Georgia State University and a BS in business administration and marketing from Ohio State University.