Jim Powers brings nearly a decade of experience working in the wealth management industry. At Delegate, Jim serves as the Director of Investment Research. In these roles, Jim is responsible for the firm’s compliance function, client portfolio management, due diligence, asset allocation, and macroeconomic research. Jim began his wealth management career after receiving his Master’s in Business Administration from Duke University’s Fuqua School of Business with concentrations in investment finance and financial analysis. Before business school, Jim spent five years as an associate at two New York law firms. In addition to his MBA, Jim also holds a Juris Doctorate degree from Villanova Law S

James Powers
Chief Compliance Officer, Director of Investment Research, and Partner
Delegate Advisors, LLC
United States, North Carolina, Durham
About Me
Profile Information
Chief Compliance Officer, Director of Investment Research, and Partner
Delegate Advisors, LLC
Investment Team,Operations Team
Investor
Multi-Family Office
Durham
North Carolina
United States
Sep 30, 2024
More profiles to browse
Morgan Tarr
Director of Advisory Services
CO
Carolyn Ovaitt
Chief Compliance Officer, Director of Business Management
Andrew Hart
Chief Executive Officer, Managing Partner
DA
Dunkin Allison
Director of Portfolio Management
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RD
Russ Degitz
Principal
Huntington University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson