James is a seasoned investment executive with over three decades of experience, currently serving as the Chief Operating Officer at Vestria Financial. His expertise lies in managing multi-billion dollar portfolios and alternative investment strategies for high-net-worth and institutional clients. He holds a Bachelor of Science from the University of Arkansas.
Outside of his primary professional role, James is actively involved in philanthropy. He serves as the President, Treasurer, and Director of the Waterstreet Foundation, a private foundation based in Austin, Texas, demonstrating a commitment to community-focused initiatives.
He once led a team recognized by Forbes as a best-in-state broker group, managing over $6.8 billion in client assets.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
Discover additional public profiles from our index.
Looking for someone else? Search here for anyone.