As Portfolio Manager for Bluerock Wealth Management, James has worked to become a subject matter expert on all of the firm’s financial systems to support staff with portfolio management and reporting. With over fifteen years of experience, James is well-versed in these areas.
“I am always striving to learn all I can about the systems we use. That way, I can be a resource to our wealth managers, so they can provide the best possible service to our clients.”
James earned his bachelor’s degree in Finance from Morehouse College, his MBA in Finance from Mercer University, and a Financial Planning Certificate from Oglethorpe University, with a goal of becoming a Certified Financial Planner (CFP®). A resident of Atlanta, he spends his time off traveling and spending time with friends and family (including his dog, Saks). He is also an active member of Alpha Phi Alpha, volunteering his time and skills to mentoring, feeding the homeless, and conducting voter registrations.