James Duke, CFA

Investment Advisor

James oversees Green Square’s trading platform, rebalancing & reconstituting portfolios as needed and implementing asset allocation changes for clients. He also maintains Green Square’s performance reporting database, Black Diamond. James joined Green Square in 2016 and previously worked with United States Senator Bob Corker while in college. James received his Bachelor of Science degree in Business Administration from the Haslam College of Business at the University of Tennessee, Knoxville. He is a CFA charterholder and is a member of the CFA Institute and the CFA Society of Memphis. He also holds his Series 65 License.