James maintains Green Square’s performance reporting database, Black Diamond, creating custom reports for clients based on their reporting needs. He facilitates the interface between asset custodians and the reporting database and monitors performance reporting for accuracy. In addition, he organizes the asset classifications as new investments are bought or sold and manually inputs and maintains outside investments at a firm wide and individual client level. James joined Green Square in 2016 after interning during summer 2015. He previously interned with United States Senator Bob Corker while in college. James received his Bachelor of Science in Business Administration from The University of Tennessee at Knoxville. He holds a Series 65 license and is a Level 1 candidate for the Chartered Financial Analyst exam.
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