Chief Executive Officer and Portfolio Manager

James has been a Portfolio Manager for the Principal Street Equity Income Strategy since its inception in 2008 and is responsible for the day-to-day implementation of the strategy. James is also the Chief Investment Officer and member of the Firm’s Management Committee. Prior to Principal Street, James was the Chief Investment Officer for Green Square Capital, overseeing $3 billion in AUM at its peak.  James was a Senior Vice President and Trust Investment Manager for the West Tennessee, Nashville and Mid-Atlantic areas for First Tennessee Bank, where he managed approximately $900 million in assets. James received his Bachelor of Arts in Philosophy from the University of Virginia. James is a CFA charter holder.