Mr. Haley joined DAC in March 2017 as a Sr. Portfolio Manager for the Private Client Group. Jim has over 20 years’ experience in the investment and wealth management industry, having previously served as Client Advisor/Vice President for SunTrust Private Wealth Management. Previous positions include Client Advisor, Portfolio Manager, Wealth Planner and Business Development within several regional/national banks to include Bank of America-US Trust, BB&T and Wilmington Trust. He is a graduate of Campbell University (Master of Trust and Investment Management, Southeastern Trust School), and Siena College (BS, Finance). In addition, he earned his CFP® designation in 2014.
Years of Investment Experience: 23Contact: [email protected]
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