Our Team

Jim Green Return to Team
Jim Green
Senior Vice President | Private Wealth Management, CPA

As Senior Vice President of Capital Wealth Advisors, Jim manages individual client investment portfolios for high net worth individuals, foundations and trusts.

Prior to joining Capital Wealth Advisors, Jim was an Independent Advisor at Hayden Harper, Inc. from 2003-2014.  Jim has diverse experience in the financial industry including five years with Arthur Andersen & Co., where he earned his CPA certificate. Previously, Jim was Director of Investment Research for Interstate Securities Corporation, Chief Financial Officer for Canal Industries, a privately owned land and timber company, and a registered investment advisor with several investment firms in North Carolina.

Service

Served three years in the United States Navy as a weapons officer on a destroyer in the Atlantic Fleet

Education

  • BA in Economics, Yale University
  • MBA, Rutgers University

Designations

  • Certified Public Accountant (CPA)
Contact
(704) 931-3540 Download Profile