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 Bachelors of Science in Finance from Old Dominion University, an M.B.A. from the College of William and Mary, and a Masters 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 for the American Institute of Banking and the University of Texas.