James Herr


Director of Portfolio Management

James Herr is a member of the Research and Investment Management Team.  He previously served as Senior Operations Specialist. Prior to joining the firm, he worked as a client service associate for Excellence in Giving, a philanthropic advisory firm in Colorado Springs. He also served as a financial analyst for Alpha Strategies in Herndon, VA.

James received his Bachelor of Science in Finance and Business Management from Virginia Tech University.  He holds the Chartered Financial Analyst® designation.