Jimmy provides investment management and consulting services to institutions and high net worth individuals. His career in the investment advisory services industry began in 1993 when he joined Interstate Johnson Lane’s Investment Consulting Group, which eventually became CAPTRUST Financial Advisors.
He earned a Bachelor of Science degree in Business Administration from Clemson University and a MBA from the University of Florida. Jimmy is certified as an Accredited Investment Fiduciary (AIF®) by the Center for Fiduciary Studies in association with the University of Pittsburgh Katz School of Business. He currently serves as a member of the Board of Directors for the John Rex Endowment and a as member of the vestry for Holy Trinity Anglican Church.