James joined Renaissance Financial in 2014 and works closely with advisors in his role as Director of Investment Research. His knowledge of investment products and client holdings makes him a strong member of the Investment Advisory team and allows him to assist advisors in constricting portfolios for clients.
James earned his bachelor’s degree in business administration and accounting from Washington and Lee University and then went on to earn his master’s in business administration from Webster University. He holds the Chartered Financial Analyst® designation as well as his FINRA Series 7, 24, and 66 registrations.