Brian James, CPWA®
Managing Partner, Director of Investments, Wealth Advisor
Brian is the Director of Investments and a Wealth Advisor. With more than 20 years of experience in the investment management industry, Brian joined Ullmann Wealth Partners to oversee the company’s investment management process, which includes setting asset allocation, selecting investments and monitoring client portfolios. He also works closely with the firm’s other professionals to develop investment policies and strategies for clients.
Prior to joining the firm, Brian worked for Jacksonville-based Water Street Capital where he managed trading for a multi-billion dollar portfolio and monitored portfolio positions for the firm’s Partners. He has also held positions at two Boston Based hedge funds, Oceanwood Capital Management (US) LP, K Capital Management LLP, after starting his investment career in New York City with Lehman Brothers in Equity Derivatives.
He serves on the board of the Literacy Alliance of Northeast Florida (formerly Learn-to-Read), a volunteer based program that works to improve adult literacy in the Jacksonville area.
Brian earned an MBA at The University of Chicago’s Booth School of Business and a BS in Finance from Miami University. He is a Certified Private Wealth Advisor® professional.
Brian lives in Ponte Vedra Beach with his wife and three children. When he is not busy with his family, Brian likes to stay active outdoors, read and listen to live music.