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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

The Morning View: December 2, 2022

The Morning View: December 2, 2022

Announced this morning, the economy added 263,000 jobs in November, higher than expected. The Leisure and Hospitality industry was strong, while the Retail Trade industry was weak. The Unemployment Rate held steady at 3.7% and the Labor Force Participation Rate at...

Retirement Times December 2022 Newsletter

Retirement Times December 2022 Newsletter

December 2022 This month's Retirement Times discusses the following: How to End the Year on a Bright Note Provider Consolidation in the Retirement Plan Market: Impacts for Sponsors Four Things to Know About Plan Limit Hikes Participant Corner - ‘Tis the Season for...

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