James W. Underwood III, CFA

Chief Portfolio Strategist, Shareholder

James W. Underwood III, CFA

Chief Portfolio Strategist

Shareholder

20 Years Experience

Jim is Chief Portfolio Strategist with Welch Hornsby, Inc.  Prior to joining the firm in 2006, Jim spent seven years with Highland Associates providing investment advisory services to eleven clients with assets ranging from $25 million to over $2 billion.  In addition to his client responsibilities, the last five years at Highland Associates, Mr. Underwood oversaw all investment manager research efforts with a primary emphasis on alternative investments. During the mid-1990s, Jim was an Accounting Officer within Compass Bank’s Asset Management Division and a Practice Manager with Caremark. Jim received his BS in Finance from Auburn University and an MBA from the University of Alabama Birmingham. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

Jim was selected by the Birmingham Business Journal as one of Birmingham’s Top 40 Under 40 in 2012. He is a former Investment Committee member for the United Way of Central Alabama and was previously on the Board of Directors for Children’s Harbor.

Jim and his wife, Amy, are the parents of two children and are members of Oak Mountain Presbyterian Church.