Jim’s financial and investing experience began as a trust officer for Signet Bank and Bank One. He has served as a Vice President of Citigroup, a Senior Vice President for Bank of America, and a Senior Vice President for SunTrust.
During his 35 years in banking, he assisted high-net-worth families, both domestically and internationally, with their investment, estate planning, and borrowing needs.
He holds a Bachelor of Science in Finance from Old Dominion University, an M.B.A. from the College of William and Mary, and a Master of Science in International Finance from the University of Dallas.
He has been designated a CERTIFIED INVESTMENT MANAGEMENT ANALYST™ by the Investment Management Consultants Association. He also earned the Investment Management Consultants Association ADVANCED INVESTMENT STRATEGIST™ certificate, following his studies at The Wharton School, University of Pennsylvania. Jim has taught economics at the American Institute of Banking and the University of Texas.