James' experience includes serving as a senior trust investment manager and equity analyst and now serves as a Trust Investment Management Consultant to provide client guidance in effective supervision of asset management activities and core asset management operations functions and internal controls, including Reg-9 reviews.

James' career--spanning securities, mutual funds, RIAs and the trust industry--has included employment with Merrill Lynch, Morgan Stanley, Van Campen American Capital and National Fiduciary Services, NA, as well as being the founder and CEO of his own RIA firm.

Portfolio management responsibilities have included serving as equity manager of an $800 million CTF along with equity and fixed-income management responsibilities of individual HNW trust relatioJames graduated with honors from University of Houston, Houston, Texas with a Bachelor of Science in Economics and a Masters of Strategy. Additionally, his professional credentials have included Series 7, 63 & 65 SEC licenses.