I have been a portfolio manager for high-net-worth individuals for the past 28 years. In my role, I assist clients in formulating their goals in regard to their wealth, its growth, and the impact their wealth can have for their family, the future generations and the broader community. I am responsible for providing investment management and advice to high-net-worth families and crafting a customized investment strategy.
Outside of work I'm an avid runner. I was a NCAA five time All American in Track and Cross Country and finished fifth in the US Olympic Trials 5000m in 1992.
My Experience
Prior to joining Fiduciary Trust International, I was a Senior Portfolio Manager with Bank of America Private Bank (formerly US Trust) in Atlanta for over 16 years. Before that, I spent six years at Calibre Multi-Family Office as a Portfolio Manager. I began my career in finance as an Analyst and Portfolio Manager for Wachovia Asset Management and the Wachovia Funds.
As a former avid track runner, Jim was a NCAA five time All American in Track and Cross Country and finished 5th in the US Olympic Trials 5000m in 1992.
Education
- University of North Carolina at Chapel Hill, Bachelor of Arts in Chemistry and Religeous Studies
- University of Oregon, Masters of Business Administration in Finance
Financial Credentials
- Chartered Alternative Investment Analyst (CAIA)