James-duke-banner2
James-Duke

James Duke

Investment Advisor

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

bracket-arrow-leftElizabeth Gordon Back to All Team Members Mallory Podesta, CPAbracket-arrow-right