James Holland, CFA®, CFP®

James Holland holds the position of Portfolio Manager for Rockefeller Capital Management in Charlotte, N.C., operating within the Capital Crest Partners team. Prior to joining Rockefeller, he served high-net-worth family clients at U.S. Trust and previously worked as a Wealth Management Associate at Northwestern Mutual Investment Services.

In his role as Portfolio Manager, James is responsible for the construction, implementation, and monitoring of portfolios designed for high-net-worth clients. He places a strong emphasis on delivering customized portfolios, actively engaging in research and due diligence on new investment opportunities that align with clients’ long-term financial objectives.

James holds the distinguished titles of Chartered Financial Analyst® (CFA) and Certified Financial Planner™ (CFP). He earned his bachelor’s degree in finance from the University of Georgia.

Originally hailing from Atlanta, James currently resides in Charlotte with his wife and two children. During his leisure time, he indulges in activities such as camping, hiking, running, and cherishing moments with his family.