James is a Managing Partner of Icon Wealth Partners and serves on the firm’s Investment Committee.
With over three decades of industry experience, he focuses on managing the unique and complex financial needs of ultra-high net worth individuals and their families. He also serves institutional endowments.
Prior to joining Icon, he was a Managing Director at Avalon Advisors and a Consultant with McKinsey & Company.
He began his career in finance and accounting and served as a Manager at PricewaterhouseCoopers and a Vice President at Schnitzius & Vaughan.
James earned an MBA with Honors from the Wharton School at The University of Pennsylvania and earned a BA (Plan II) and BBA (Honors Business and Accounting) with High Honors from The University of Texas in Austin.
An active participant in the Houston community, James serves on the Board of The Center for Pursuit, a non-profit United Way agency, and has served on various Board committee and volunteer positions at Royal Oaks Country Club and St. Francis Episcopal School.
