James focuses on the firm’s institutional portfolios business line and works out of the Raleigh, NC office.
James joined CAPTRUST in 2009 and leads CAPTRUST’s Outsourced Chief Investment Officer (OCIO) services for Institutional Portfolios. In this role, he leads the OCIO portfolio implementation team. In addition, James oversees ensuring CAPTRUST’s OCIO clients receive a best-in-class experience reflecting the full breadth and depth of resources of the firm. Prior to his current role, James has served in a variety of capacities within the Investment Research and Institutional Portfolios functions at CAPTRUST.
He previously served on the Board of Directors for the CAPTRUST Community Foundation, including leading the Grant Committee for two years. James also previously served in an executive leadership role for a Durham, NC-based nonprofit. As a Boy Scout, James earned the rank of Eagle Scout. In addition, he was bestowed the Vigil Honor by the T’Kope Kwiskwis Lodge of the Order of the Arrow and recognized as part of the Scouting Family of the Year by the Chief Seattle Council.
James earned a Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill. He lives in Raleigh with his wife and two children, where they enjoy exploring the areas many parks and outdoor spaces.
- Bachelor of Science degree in business administration with a concentration in finance and investments from University of North Carolina at Chapel Hill