Jim serves as the Senior Regional Director for the Mid-Atlantic region, bringing nearly 20 year of experience in the financial services industry.
Jim has served as a mentor, coach and friend throughout his career, working with financial advisors, branch managers and complex managers to forge lasting relationships.
Jim began serving as a Regional Sales Manager beginning in 1996 with Mentor Investment Group in Chicago moving to Lord Abbett in Phoenix, then to Evergreen Funds in Charlotte. Prior to joining RiverFront, Jim spent the last decade plus with Eagle Asset Management where he helped grow assets dramatically at several large brokerage platforms, servicing Financial Advisors in all channels.
Jim holds a BA from Georgia State University and an MBA from The Terry School of Business at the University of Georgia. He holds the Certified Investment Management Analyst (CIMA®) certification.