As chief financial and diversity officer, James is responsible for overseeing the firm’s finance operations and financial reporting as well as establishing policies and opportunities to foster an inclusive, equitable, and supportive work environment. He also spends his time on business development with religious organizations. James is a member of CCM’s Board of Directors; Management Committee; DEI Committee; and Investment, Trading & Valuation Committee.
James joined CCM from Franklin Templeton where he was a vice president for the investment platform division responsible for business development with research platforms across multiple distribution channels. In this role, he generated significant mutual fund platform wins and new sub-advisory mandates with major financial institutions. Prior to this, he was a senior product manager at Putnam Investments responsible for product management of various alternative investments including the THL Partners private equity funds. He began his career as a Certified Public Accountant at PricewaterhouseCoopers. He is on the Board of Directors and Finance Committee (Chair) of Sawgrass Adventist School, a private elementary school in South Florida. James received his B.S. in Finance and Accounting from Northeastern University. He is a CFA Charterholder and a member of the CFA Institute and the CFA Society of South Florida. He holds FINRA licenses: Series 7 & 63.