Kwame James

Kwame James, CFA has a solid work experience in the finance industry. Kwame is currently working at CAPTRUST as the Manager of Wealth Investments. In this role, they are responsible for overseeing wealth investments, but specific details about their responsibilities and duration of this role are not provided in the available information.

Prior to joining CAPTRUST, Kwame worked at PNC as an Investment Officer from July 2017 to April 2020. During their time at PNC, they demonstrated exceptional professionalism and leadership skills, creating a culture of high expectations. Kwame effectively managed portfolios for high net worth individuals and families, implementing goals-based strategies to drive short- and long-term fiscal growth. Kwame also prioritized clear communication within the organization and with stakeholders, ensuring smooth processes.

Kwame James, CFA, obtained a Master of Business Administration (MBA) in Finance from Columbia Business School, where they studied from 1992 to 1994. Prior to that, they completed a Bachelor of Science (BS) in Economics from the College of Business and Industry at Mississippi State University, completing their studies from 1988 to 1991. Additionally, Kwame James holds a certification in Real Estate Investing Strategies (Online) from Emeritus, which was obtained in May 2023. Kwame is also a member of the CFA Institute.