Jim joined Willingdon Wealth Management in 2016 as the firm he co-owned, Portfolio Capital Management, merged with Willingdon. Jim has over 20 years of investment experience which began in 1996 at Interstate/Johnson Lane where he served multiple roles. In 1999, Jim began working with Portfolio Capital Management where he served as a Portfolio Manager and Chief Compliance Officer. He is also a veteran of the United States Navy.
Jim is a graduate of Youngstown State University with a BSBA degree. He has also earned the professional designation of Certified Financial Planner™ and is a member of the Charlotte Chapter of the Financial Planners Association.
Jim is involved in portfolio management, research, client service, and financial planning at Willingdon.
Jim and his wife, Kristy, are active within their community primarily through their church. Jim and Kristy have four children and two grandchildren.