Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Jim joined Southport Capital in 2008 and serves as the Senior Portfolio Manager at Southport Capital. His primary focus is helping small to medium sized business more effectively manage their retirement benefit accounts. Born and raised in Chattanooga, Tennessee, Jim came to Atlanta to attend the Georgia Institute of Technology, where he played varsity football for four years and graduated in 1977 with a Bachelor of Science in Industrial Management. The first four years of his business career was spent in the insurance industry with Moye Financial Associates. He started his Wall Street career at Merrill Lynch in 1981. Jim has had an extensive career of money management at Bear Stearns, Shearson Lehman Brothers, and Robinson-Humphrey Co., with his last nineteen years being spent at Oppenheimer & Co. Inc. in Atlanta, Georgia, before joining Southport in 2008. Jim and his wife Terri are now empty nesters in Marietta, Georgia, having successfully raised an attorney and two USMC officers.