Jim Dorman works on the portfolio management team where he applies thoughtful analysis, disciplined decision-making and a long-term mindset to client portfolios based on over 20 years of institutional investing experience. Prior to joining the company, Jim spent over 15 years at SouthernSun Asset Management where he was a Portfolio Manager and member of the Investment Team managing small and SMID cap US equity portfolios for both institutional and individual clients. After beginning his career at PwC, Jim worked at FedEx Corporation and then joined Mercury Investment Management, a private equity real estate firm.
Jim earned a Bachelor of Science in Accounting from Auburn University as well as a Master of Business Administration from the University of Tennessee. Jim is a CFA Charterholder and a member of the CFA Society of Memphis as well as Certified Public Accountant (Inactive). Jim has served on the Board of Trustees of New Hope Christian Academy and is an active member of Christ Methodist Church where he has served in various lay leadership capacities.