He started his career in litigation consulting, where he specialized in fixed income and structured product evaluation. His work during that time focused on developing financial fraud claims and helping clients to recover lost funds. He then pivoted to private investing and wealth management, where his most recent role focused on security selection and portfolio construction for momentum-based equity and options strategies.

He currently covers equities across strategies for the firm. Jamie holds a BBA in Finance and Economics from Goizueta Business School at Emory University and is a CFA Charterholder.

‹ Austin Filiere, CFA

Alex Van Iderstine, CFA ›

The First Step

Discipline. Clarity. Trust.

Trust starts with a team that listens. A long-term approach over short-term volatility. If you have questions about your portfolio, your strategy, or your future, let's talk.

☎ 1-800-838-3468

The First Step

Discipline. Clarity. Trust.

Trust starts with a team that listens. A long-term approach over short-term volatility. If you have questions about your portfolio, your strategy, or your future, let's talk.

☎ 1-800-838-3468

The First Step

Discipline. Clarity. Trust.

Trust starts with a team that listens. A long-term approach over short-term volatility. If you have questions about your portfolio, your strategy, or your future, let's talk.

☎ 1-800-838-3468

The First Step

Discipline. Clarity. Trust.

Trust starts with a team that listens. A long-term approach over short-term volatility. If you have questions about your portfolio, your strategy, or your future, let's talk.