Chief Financial Officer and MBR, Investment Strategy Committee.
Mr. Gibson brings over 20 years of leadership experience in the financial services industry, working with companies such as Axa Equitable, Suntrust Bank, Morgan Keegan and Sterne Agee, and has built valuable relationships through his years of experience.
Jim works closely with high net worth clients to build tax-efficient investment strategies for wealth preservation and estate transfer. In his various leadership roles, Mr. Gibson organizes and leads operational action items, coordinates compliance, investing, liability, and communication between various team members. Additionally, he maintains a streamlined back office for corporate CEM programs at the branch level. He will continue to fulfill that critical function as he endeavors to develop new partnerships through all subsidiaries. Mr. Gibson also serves as a Portfolio Manager with a focus on fixed income instruments for all models available to BlueSkye.
Mr. Gibson lives with his wife in Melbourne, FL and is an active member of his church and local yacht club.
James R. Gibson is on LinkedIn.