James Blakey
Questioner · DISC type cJames is the Founding Partner of CAV_OK Family Office, where he serves ultra-high-net-worth families with complex financial needs. A CERTIFIED FINANCIAL PLANNER™, he previously founded two other firms focused on wealth management and tax planning. His career began uniquely as a commercial airline pilot before he transitioned into finance.
Outside of work, James is an avid pilot and enjoys flying small planes. He is also a long-time runner and former triathlete. Living in Davidson, NC, he is a passionate sports spectator who enjoys attending Carolina Panthers and Charlotte Hornets games with his wife, three children, and grandson.
Unique fact: James began his professional life as a commercial airline pilot for US Airways before founding multiple financial services firms.
Read the full overview →How James shows up
They prefer to fully evaluate every situation. They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.
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DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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