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Jim began his career in the securities industry in 1976 at The Robinson-Humphrey Company in Atlanta. For seventeen years, he led R-H’s national and international financial planning efforts for sellers of closely held companies and other entrepreneurial clients. His clients were in thirty-five states, as well as in Great Britain, France and the Netherlands. In 1994, Jim joined J.C. Bradford and Company as Managing Partner of its Atlanta Buckhead operation. While there, he built a fully integrated retail and institutional investment brokerage operation, and helped to found Bradford’s only investment banking office outside its headquarters in Nashville. The combined businesses were the leading operations in the firm until its sale to PaineWebber. Subsequently, Jim joined WheatFirstUnion, which became Wachovia Securities, as a regional manager. While there, Jim opened both a regional and a branch office in Atlanta, and proceeded to open several other branch offices around the Southeast. After the merger of First Union and Wachovia Banks, Jim formed his own firm in Atlanta, called StillPoint Advisors, which began the trend towards family office services for clients of leading investment advisors. StillPoint was sold in 2006, with assets under management or advisement of over two billion dollars, whereupon Jim joined Cary Street Partners. Jim has his Bachelor of Arts degree from The University of Georgia (1972, magna cum laude) and his Juris Doctor from The University of Georgia School of Law (1975, cum laude). | 