Jim Underwood

Chief Portfolio Strategist at CAPTRUST - Montgomery, Alabama, United States

Jim Underwood's Colleagues at CAPTRUST
Terri Bandy

Client Services Manager

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Rob Godwin

Client Consultant

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Hannah Wadsworth

Client Services Associate

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Daniel Logan

Client Advisor

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Oliver Haynes

Investment Advisor

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John Maloney

Shareholder and Client Advisor

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Phil AIFA

Client Advisor

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Jim Underwood's Contact Details
Email (Verified)
***@welchhornsby.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
Location
Birmingham, Jefferson County, Alabama, United States
Company
CAPTRUST
Jim Underwood's Company Details
CAPTRUST logo, CAPTRUST contact details

CAPTRUST

Montgomery, Alabama, United States • 11 - 50 Employees
Financial Services

Welch Hornsby joined CAPTRUST in 2020. CAPTRUST's Birmingham-based advisors provide investment advisory services to fiduciaries of corporate retirement plans and endowments and foundations of nonprofits.

Details about CAPTRUST
Frequently Asked Questions about Jim Underwood
Jim Underwood currently works for Welch Hornsby Inc..
Jim Underwood's role at Welch Hornsby Inc. is Chief Portfolio Strategist.
Jim Underwood's email address is ***@welchhornsby.com. To view Jim Underwood's full email address, please signup to ConnectPlex.
Jim Underwood works in the Financial Services industry.
Jim Underwood's colleagues at CAPTRUST are Terri Bandy, Rob Godwin, Hannah Wadsworth, Daniel Logan, Oliver Haynes, John Maloney, Phil AIFA and others.
Jim Underwood's phone number is
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