Jim Edwards, AIF®, serves as a principal and financial advisor at CAPTRUST, leveraging extensive expertise in retirement plan consulting and investment advisory services. They co-lead the CAPTRUST Allentown team, which has garnered recognition on notable industry lists such as the Financial Times Top 401 Advisors and Barron’s Top 50 Institutional Consultants. Prior to their role at CAPTRUST, they were a partner and chief financial officer at MFP Strategies from 2000 to 2015, and an auditor at KPMG from 1998 to 2000. Jim earned a Bachelor of Science degree in accounting from King’s College in 1998 and currently serves on the finance committee for The Hillside School in Macungie, Pennsylvania.
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