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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 wealth 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

Post-FOMC Thoughts

Post-FOMC Thoughts

The Decision After pausing briefly in June, the FOMC decided to execute another rate hike at their meeting in July, which brought the Fed Funds rate to its present range of 5.25 – 5.50%. Speeches by FOMC members leading up to today’s announcement confirmed a bias...

The Morning View: September 19, 2023

The Morning View: September 19, 2023

In this morning’s data, Housing Starts were much less than expected at 1,283,000 in August, which is a -11.3% decrease from the previous month.  This figure has fallen well below the 1,427,000 level late in 2022.  Building Permits were much higher than expected at...

The Morning View: September 13, 2023

The Morning View: September 13, 2023

Announced this morning, the Consumer Price Index increased 0.6% in August, as expected and is four-tenths higher than the previous month.  It grew 3.7% on an annual basis, above the 3.2% annual level in the previous report.  Monthly prices for Gasoline, up 10.6%, were...

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