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James Story, CFA®

Senior Portfolio Manager

Chartered Financial Analyst®
University of Tennessee B.S. (Economics & Finance)
Series 7, 53, 63 and 65

James Story, CFA is a Senior Portfolio Manager at Argent Trust Company in our Nashville office. He is responsible for fixed income portfolio management of client portfolios, with an emphasis on Institutional fixed income strategies.

Prior to joining Argent, James was a Principal and Senior Fixed Income Portfolio Manager at Barksdale Investment Management in Nashville. He has over 19 years of investment management experience at Guggenheim in New York, and Regions Trust/Morgan Asset Management in Nashville.

James earned a BBA in Economics/Finance from University of Tennessee-Martin. He is a CFA charterholder, and is a member of the CFA Institute, and the CFA Society of Nashville.

Nashville

3102 West End Avenue Suite 775, Nashville, TN 37203

(615) 385-2345

3102 West End Avenue Suite 775, Nashville, TN 37203

Provided Services

Wealth Management

Wealth Management

Our expert advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

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Investment Management

Investment Management

Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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Latest News & Resources

Insights

The Morning View: August 10, 2022

The Morning View: August 10, 2022

Announced this morning, the Consumer Price Index was unchanged in July and increased 8.5% on an annual basis, both less than expected.  Monthly prices for Fuel Oil, down -11.0%, and Gasoline, down -7.7%, were the leading decliners.  The core rate, which excludes...

Why Should I Sell My Minerals?

Why Should I Sell My Minerals?

BY: DAVID SMITH Business Development Officer, Argent Mineral Management (318) 251-5854 If you are a mineral owner, you have probably been advised at some point to never sell your minerals. Whether this advice was from a relative, an attorney, a land professional or...

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