Jim grew up in Southern Connecticut where he earned a degree in Economics from the Charles F. Dolan School of Business at Fairfield University, a small Catholic Jesuit university. After graduation, he began his career on the US government bond trade desk at Nomura Securities in New York City where he trained to become a bond trader. He then developed the international fixed income trade desk at Hornblower Fischer AG, a boutique investment firm headquartered in Frankfurt, Germany. From his office in the New York Stock Exchange building, Jim worked together with both institutional and individual clients worldwide, providing fixed income portfolio management strategies and trading in 66 international markets. He also provided institutional clients with access to syndicate when the IPO activity was very active in the late 1990’s.

Jim used his institutional and international markets experience to help individual investors and qualified plans to manage their assets in ways that were previously available only to ultra-high net worth investors. As a partner at Prime Capital Investment Advisors, he now uses risk weighted strategies of fully transparent and highly diversified liquid investments to meet his clients’ financial goals.

After over a decade on Wall Street, Jim moved to Apex, North Carolina with his wife Edalisse for a better quality of life. Jim loves live music, and has seen the Grateful Dead over 50 times. He enjoys weight training, running, and cardio fitness. He also enjoys billiards and is a bit of a bourbon snob. He is an avid fan of the Carolina Panthers, which has been a struggle of late, and has been a fan of the Carolina Hurricanes since their days in Hartford. He and his wife love the beach and spend much of their down time in the Wilmington area with friends. They worship at Hope Community Church in Raleigh.

Learn more about Jim at www.PCIANC.com

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (PCIA), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (PCWM) and Qualified Plan Advisors (QPA).

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410 E. Main Street
Clayton, NC 27520