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Relationship Managers, Sales & Consultants

James Atkins

Director
Relationship Strategist

619.756.3221

Background

James S. Atkins, Director, joined Sterling Capital Management in 2015 and has investment experience since 2012. James is a regional consultant covering the West Coast territory. Previously he was an associate client strategist responsible for raising assets within the RIA/DCIO marketplace. Prior to joining Sterling, he worked as a financial solutions advisor for Wells Fargo Advisors Solutions. James received his B.B.A. with a concentration in Marketing from Middle Tennessee State University.

Area of Focus

  • Mutual Funds

Previous Experience

  • Wells Fargo Advisors Solutions
  • Merrill Lynch

Education

  • B.A. Middle Tennessee State University

Affiliations & Professional Licenses

  • FINRA Series 7, 63 & 65
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