Meet the Team: James Yahoudy

We already have a page that shows us in the office setting, with the usual bios about our path and role and interests. Thought it would be fun to highlight one team member every month, with some Q&A and out-of-office pics.  James is the next “volunteer”, with a short video to preview his interview below.

Hope you enjoy getting to know us!

Places I’ve Lived

Born, raised, and continue to reside in the Dallas Fort Worth Metroplex.

Who I Root For

I root for America. Anything Dallas Sports.

What I Listen To

Otis Redding music on repeat. Michael Kiwanuka, Jason Isbell, Sturgill Simpson to name a few others.

Food & Drink

Too much! Lasagna, BBQ, & salted caramel dark chocolate certainly help make my day.

Best Part of My Job

Actually contributing to advisors businesses and their clients in a meaningful way. The roll up our sleeves mentality where we can really customize and be an extension of the advisors team gets me excited each and every day.

Nights & Weekends

Family time without question. Try to see a show and whatever sport I can in between.

Favorite Trips

Virgin Islands has to be on the top of the list. Unreal food, island hopping, and good times.

Favorite Quote

Need to workshop this, but this one came up recently and I could relate… “Sometimes I’ll start a sentence and I don’t even know where it’s going. I just hope I find it along the way.” Michael Scott

Favorite Shows/Movies

The Office if I am trying to laugh. Breaking Bad or The Wire on the other side. Anything with Will Ferrell on the movie side…

 

 

More Team Highlights

 

Derek Hernquist: Business Developments & Partnerships

Will Gardner: Advisor Transitions & Support

John Luke Tyner, CFA: Portfolio Manager & Fixed Income

Beckham Wyrick, CFA: Portfolio Manager & Portfolio Reviews

Mark Callahan: Institutional Trading & Analytics 

Matt McGowan, CAIA: Strategic Consulting

Clay Calhoun: Trading & Client Services

James Bai: VP of Product Management

John Goldsberry: Facilitator / Operations / Technology

Brett Wickmann: Chief Compliance Officer

Joseph Sykora, CFA: Equity Analyst & Portfolio Reviews