James W. Underwood III, CFA
Chief Portfolio Strategist
17 Years Investment Experience
Jim is Chief Portfolio Strategist with Welch Hornsby, Inc. Prior to joining the firm, Jim spent seven years with Highland Associates where he was Director of Research during his last five years there. He was responsible for all alternative investment research and provided investment advisory services to eleven clients with assets ranging from $25 million to over $3 billion. During the mid 1990s, Jim was an Accounting Officer within Compass Bank’s Asset Management Division and a Practice Manager with Caremark. Jim received his BS in Finance from Auburn University and an MBA from the University of Alabama Birmingham. A shareholder in the firm, he has 17 years of investment experience, holds the Chartered Financial Analyst designation, and is a member of the CFA Institute.
Jim was selected by the Birmingham Business Journal as one of Birmingham’s Top 40 Under 40 in 2012. He serves on the Investment Committee of the Mountain Brook Library Foundation. He is a former Investment Committee member for the United Way of Central Alabama and was previously on the Board of Directors for Children’s Harbor.
Jim is a native of Birmingham, Alabama. He and his wife, Amy, are the parents of two children and attend Oak Mountain Presbyterian Church.
© copyright Welch Hornsby, Inc.