Background
James Willis, CFA®, Managing Director, joined BB&T Asset Management in 2003 and SCM through merger in 2010. He has investment experience since 1996. As Head of Advisory Solutions, Jim is responsible for investment manager search and selection and for the oversight of SCM's comprehensive open architecture platform. Jim received his B.A. in Economics and Political Science from Rice University and his M.B.A. from Georgetown University. He holds the Chartered Financial Analyst® designation.
Area of Focus
- Advisory Solutions
Previous Experience
- BB&T Asset Management
Education
- B.A. Rice University
- M.B.A. Georgetown University
Affiliations & Professional Licenses
- CFA Institute
- CFA Society North Carolina
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