James Tharin, CFA
James has over 30 years of experience in fundamental and technical analysis of equity and fixed income securities. He applies his extensive investment management experience to support the needs of high-net-worth clients, serving clients in successful careers and businesses. His primary goal is to help his clients become better investors by understanding their tolerance for financial risk and making rational investment decisions based on realistically achievable goals. He is highly skilled in security selection, including individual equity and fixed income investments.
Before founding Emerald Asset Management, Inc. in 2013, James served his clients by providing financial advice and by managing investment portfolios for 22 years at Wells Fargo Advisors, LLC and at A.G. Edwards & Sons, Inc. His primary responsibilities were developing and implementing investment strategies, investment policy statements and financial plans for retail clients, businesses, and charitable organizations. He managed multiple discretionary portfolio strategies that could be customized and combined to help meet the unique preferences and needs of each client.
James earned his B.A. in Business Management from North Carolina State University and earned a certificate in Financial Modeling and Valuation with Excel from Wall Street Prep, a global investment banking training firm. He is a CFA Charterholder and has served as treasurer, secretary, governance chair, and board member of the CFA Society North Carolina. Locally, he has served as a deacon at First Presbyterian Church in Rocky Mount, a board member of Reach Out Rocky Mount, and as president of the Tar River Kiwanis Club. He has served on the Board of Adjustments for the City of Rocky Mount and currently serves on the Rocky Mount Planning Board. \
James is a native of Rocky Mount, where he lives with his wife, Kate, and his children, Mari Robin and Frances.
