As Managing Director at NewEdge Wealth, Jimmy works closely with private and institutional clients to address their unique investment and financial planning needs. With over 20 years of experience, he focuses on building enduring relationships and delivering customized solutions that align with each client’s goals.
Before joining NewEdge Wealth, Jimmy was a Partner and Senior Wealth Advisor at Edge Capital. He joined Edge in 2014 and played a key role in the firm’s strategic initiatives. Jimmy has also held senior roles at Lehman Brothers, Credit Suisse, and Morgan Creek Capital Management, where he developed his expertise in wealth management and financial strategy.
Jimmy earned his Bachelor of Science degree and MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. As a native of Hickory, NC, his ties to the state remain strong.
Jimmy is an active member of his community, serving on the UNC Board of Libraries and volunteering with the Chapel of the Cross and the Ronald McDonald House. He also mentors students through the UNC Kenan-Flagler Business School’s Leadership in Action program.
In his free time, Jimmy enjoys deep-sea fishing and spending time with his wife, Deanna, and son, JT.
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