Jim is an Institutional Investment Advisor at Truist, where he has been for two years. Prior to this role, he previously served as an Institutional Investment Advisor at SunTrust Bank, Vice President Client Portfolio Manager at IronOak Advisors LLC, and Trusco Capital Management, Inc. He also worked at SunTrust Bank as a Vice President, Commercial Relationship Manager, where he served as Team Lead for Hospital, University, & Municipal Banking. Jim has a Bachelor’s degree in Economics & English from the University of Richmond and has served on a number of Boards and Committees. These include The UMFS Investment Committee, the Virginia Conference of the United Methodist Church’s Pension Plan Board and Investment Committee, and the Board for Voices for Virginia’s Children, where he served as Board Chair from 2010-2011.