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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

With over two decades of experience, James serves as Senior Portfolio Manager at  Orleans Capital, a subsidiary of Argent Financial. He specializes in fixed-income investments and fixed-income portfolio management of client portfolios, with an emphasis on Institutional fixed-income strategies.

Prior to joining Argent and Orleans, he was Principal and Senior Portfolio Manager at Barksdale Investment Management, overseeing various fixed-income strategies. His impressive career spans prestigious institutions such as Guggenheim, J.P. Morgan, and Morgan Asset Management.

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

Nashville

3102 West End Avenue Suite 775, Nashville, TN 37203

(615) 385-2345

Metairie

2201 Veterans Blvd ste 410, Metairie, LA 70002, USA

(504) 592-4680

Mandeville

830 West Causeway Approach suite 1200, Mandeville, LA 70471, USA

(504) 592-4680

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 – June 12, 2024

Post-FOMC Thoughts – June 12, 2024

Leading up to Today’s Decision Markets reacted very positively to the May CPI numbers that came out this morning. On a month-over-month and year-over-year basis, for both Core and Headline CPI, each figure was below expectations and below the prior month’s data. Going...

Market Update-June 2024

Market Update-June 2024

  The Month At-A-Glance After falling 4% in April, U.S. equities rebounded with a gain of 5% in May All three major U.S. equity indexes—the Dow Jones, Nasdaq, and S&P 500—hit new all-time highs Positive returns were widespread across different asset classes—with...

The Morning View: June 12, 2024

The Morning View: June 12, 2024

 Announced this morning, the headline Consumer Price Index (CPI) was flat in May, less than expected and three tenths less than last month’s increase.  On an annualized basis it grew 3.3%, the same as the annualized figure from the previous month.  The core rate,...

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