James Underwood

Jim is a member of the Investment Committee and is based out of the Birmingham, AL office.

Jim joined CAPTRUST in 2020 from Welch Hornsby, an independent, fee-only investment advisory firm, where he served as chief portfolio strategist for more than 13 years. At CAPTRUST, he leads the Portfolio Management Team concentrating on the discretionary investment model strategies that encompass both wealth and institutional models.

His professional focus is on investment model construction, risk, and performance attribution. He is a spokesperson for the firm both internally and externally on models and managers. He also leads the team that implements the decisions of the Investment Committee into the model strategies.

He is a Chartered Financial Analyst (CFA) and has been in the industry since 1999. In 2012, Jim was awarded a prestigious Top 40 under 40 award by the Birmingham Business Journal.