Kevin James, CFA is a Director of Investments at Holualoa Companies since February 2012. Kevin sources investment opportunities and leads due diligence efforts for commercial real estate and angel/venture capital investments. Kevin manages active investments to execute and improve outcomes for properties, companies, and investors. Prior to their current role, Kevin worked as an Investment Analyst, Graduate Assistant Analyst at The University of Arizona, Financial Analyst Intern at RMH Group, LLC, and Long Realty Company. Kevin holds a Master's of Science in Finance from the University of Arizona - Eller College of Management.
June, 2021 - present
February, 2012
Director of Investments at Eversource Wealth Advisors
Director of Investments at Harlan Capital Partners LLC
Director of Investments at Caliber
Director Of Investments at Horizon Bank
Director of Investments at Weidner Apartment Homes