Jim leads the team responsible for the overall investment strategy of 1607 Capital. He is an active trader and portfolio manager and plays a key role in the firm’s client servicing and marketing functions. Prior to co-founding 1607 in 2007, Jim held a similar position at Tattersall Advisory Group since 1992. Prior to that, he was a Business Relationship Officer and manager for Central Fidelity Bank. Jim has been awarded his CFA (Chartered Financial Analyst) designation and is a member of the CFA Virginia. Jim received a BA in economics from the College of William & Mary in 1988.