Steven James

Investment Department Specialist

Steven is the Investment Department Specialist of Academy Financial, Inc. Steven assists the Chief Investment Officer in the investment department through investment research, trade execution, and portfolio allocation. Prior to joining Academy Financial, Steven spent over 10 years in the investment management industry with a focus on mutual fund operations, client service, trade execution, and portfolio positioning. Steven holds his Series 7 license and earned a Bachelor of Science in Business Management from Salisbury University.

Phone 410.372.3225
Fax 410.372.3236