Jim Bailey
Portfolio Manager-Equities at Exencial Wealth Advisors LLC
Profile
Mr. James A.
Bailey is a Senior Wealth Advisor & Portfolio Manager at Exencial Wealth Advisors LLC.
He joined Exencial Wealth Advisors in 2020 when the firm merged with Willingdon Wealth Management where he was a Partner.
He has over 20 years of investment experience which began in 1996 at Interstate/Johnson Lane where he served multiple roles.
In 1999, he began working with Portfolio Capital Management where he was a Partner, Senior Wealth Advisor, and Chief Compliance Officer.
In 2016, Portfolio Capital Management merged with Willingdon Wealth Management where he continued his role as a Senior Wealth Advisor.
He is also a veteran of the United States Navy.
He is a graduate of Youngstown State University with a BSBA degree.
He also has earned the professional designation of Certified Financial Planner™ and is a member of the Charlotte Chapter of the Financial Planners Association.
Jim Bailey active positions
| Companies | Position | Start |
|---|---|---|
Exencial Wealth Advisors LLC
 Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | Portfolio Manager-Equities | 31/05/2020 |
Former positions of Jim Bailey
| Companies | Position | End |
|---|---|---|
Willingdon Wealth Management LLC
 Willingdon Wealth Management LLC Investment ManagersFinance Willingdon Wealth Management LLC (Willingdon) is an investment management firm headquartered in Huntersville, North Carolina. The firm was founded by Lewis Kayes III in 2003 and they are a subsidiary of Execial Wealth Advisors LLC. Willingdon provides investment management services for high net-worth individuals and business owners. | Portfolio Manager-Equities | 09/07/2020 |
| Interstate/Johnson Lane Corp. | Corporate Officer/Principal | 27/02/1999 |
Caritas Capital LLC
 Caritas Capital LLC Investment ManagersFinance Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund | Analyst-Equity | - |
Portfolio Capital Management, Inc.
 Portfolio Capital Management, Inc. Investment ManagersFinance Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments. | Compliance Officer | - |
Training of Jim Bailey
| Youngstown State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Portfolio Capital Management, Inc.
Portfolio Capital Management, Inc. Investment ManagersFinance Founded in 1981 by Hatten Hodges and Marc Durica, Portfolio Capital Management, Inc. (PCM) is a registered investment advisor located in Charlotte, North Carolina. The firm manages discretionary and non-discretionary accounts. They provide investment services to individual accounts, IRAs, pension plans, profit sharing plans, endowments and foundations. PCM also provides special advisory services to bank trust departments. | Finance |
| Interstate/Johnson Lane Corp. | Finance |
Caritas Capital LLC
Caritas Capital LLC Investment ManagersFinance Founded in 2009 by Robert Fontana, Caritas Capital LLC is a registered investment advisor located in Charlotte, North Carolina. The firm serves exclusively as the investment advisor to the Caritas All-Cap Growth Fund | Finance |
Willingdon Wealth Management LLC
Willingdon Wealth Management LLC Investment ManagersFinance Willingdon Wealth Management LLC (Willingdon) is an investment management firm headquartered in Huntersville, North Carolina. The firm was founded by Lewis Kayes III in 2003 and they are a subsidiary of Execial Wealth Advisors LLC. Willingdon provides investment management services for high net-worth individuals and business owners. | Finance |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | Finance |
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