Jim’s primary responsibilities include managing client relationships and business development. Jim is a member of the firm’s Audit and Risk Management Committee and previously served as the firm’s Chief Compliance Officer and also as Managing Principal of the Nashville office. Prior to joining Diversified Trust, Jim spent 10 years with UBS Wealth Management USA where he served as a senior risk officer and regional counsel. Prior to UBS, Jim was an associate general counsel with J.C. Bradford & Co., a securities broker- dealer and investment advisory firm headquartered in Nashville, and also spent more than 16 years in private legal practice, beginning his legal career at Fulbright & Jaworski in Houston, Texas.
Jim earned his Bachelor of Arts degree, with distinction, in Economics from Rhodes College and received a J.D. from Vanderbilt University School of Law. Jim has been active in various nonprofit organizations, including serving as a board member and board President of St. Luke’s Community House, Inc. and as a board member of Travellers Rest Historic House Museum. Jim is the Assistant Treasurer and a member of the Finance and Property Committee for the Episcopal Diocese of Tennessee, where he also served as a Vice Chancellor for many years. Jim is a parishioner of St. George’s Episcopal Church, serving in previous roles as Senior Warden, Vestry member, chair of the parish’s capital building project committee, chair of the rector search committee and a capital campaign committee member.