James's career in financial services has included roles as a financial advisor with Morgan Stanley and an analyst in J.P. Morgan Chase’s Private Bank in New York. At J.P. Morgan, he worked on a team that managed over $50 billion in client assets on behalf of Wall Street executives, high net worth families, foundations and endowments with investible assets in excess of $25 million. His responsibilities included portfolio evaluation to determine asset class and investment vehicle implementation, performing due diligence on investment vehicles, and preparing portfolio reviews.
James is a graduate of Florida Agricultural and Mechanical University with a 5-year Master of Business Administration degree. Born in Washington D.C. and raised in Silver Spring, Maryland, he graduated from the prestigious DeMatha Catholic High School. An avid Washington Redskins and Wizards fan, James’ other hobbies include running, playing recreational basketball, watching movies and volunteering with a local Boy Scout Troop. Most of all, he enjoys spending free time with friends and family.