James A. West, IV, CFA

Linkedin

Senior Managing Director

Chief Investment Officer

James is a member of Green Square’s Investment Committee and is responsible for overseeing the research and implementation of the asset allocation process. James and his team are responsible for the sourcing, due diligence and ongoing monitoring of all of Green Square’s approved managers. He also manages client relationships with a particular emphasis on institutional entities. James joined Green Square in 2006 after 10 years at First Tennessee Bank, most of that time in its Trust Department. He left First Tennessee Bank as Senior Vice President and was the Trust Investment Manager for the West Tennessee, Nashville and Mid-Atlantic areas, managing approximately $900 million in assets. James received his Bachelor of Arts in Philosophy from the University of Virginia. He is a CFA charterholder.

Email James West

Close
Client Login
Client Advisor Login