Jamie, president and CFO, has been managing investment portfolios for institutions, high-net-worth individuals and families for over 30 years. As head of fixed income investment for Douglas Capital Management, Jamie takes a conservative approach that focuses on preservation of capital, maximizing income while providing prudent long-term capital appreciation.
A graduate of Duke University with degrees in economics and history, Jamie enjoys developing long-term relationships with his firm’s clients, helping each achieve their financial goals while negotiating multiple market cycles. Jamie holds a Series 65 certification from FINRA and is a Registered Investment Advisor (RIA) in the state of Florida.
Jamie and his wife, Diane, have resided in the Jacksonville area for over 30 years. When not in the office, Jamie enjoys camping, golf and cooking for family and friends.