Jim joined Risk Paradigm Group in July 2016 as Senior Portfolio Manager, Co-Chair Investment Committee. Jim has over 40 years of experience providing financial advice to corporations, non-profit organizations and individuals. As Managing Director and Co-Chair Investment Committee, Jim is responsible for macroeconomic policy, which drives portfolio asset allocation decisions and is a member of RPg’s investment committee. Prior to joining RPg, Jim founded TAG, an independent Registered Investment Advisor. Prior to being an independent RIA, TAG was a boutique money manager within UBS Financial Services where Jim also served as a member of the firm’s national investment consulting services Ad

James Peters
Co-Chairman, Investment Committee & Managing Director
RPg Family Wealth Advisory
United States, Alabama, Birmingham
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Profile Information
Co-Chairman, Investment Committee & Managing Director
RPg Family Wealth Advisory
Investment Team,Operations Team
Investor
Multi-Family Office
Birmingham
Alabama
United States
Jul 4, 2024
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