Portfolio Management Associate
James is a long-time resident of Ponte Vedra Beach, graduating from Nease High School and going on to earn his bachelor’s degree in Psychology from Florida State University. James was employed at Vicar’s Landing, a local retirement community, throughout high school and college and was awarded the annual employee scholarship for all four years of his college career.
In his role as Portfolio Management Associate, James is responsible for assisting with client requests and account services while ensuring the highest quality and service standards are met. James’s support of the Operations and Investment Teams in terms of tax monitoring, cashiering, and rebalancing is integral.