James Underwood – Biography
Last update: March 19, 2026Executive profile
James was Chief Portfolio Strategist at Welch Hornsby, and Investment Consultant at Highland Associates. James Underwood joined Captrust in 2020.
James Underwood is currentlySenior Director, Portfolio Management at Captrust - View - Captrust org chart
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Education
James Underwood has a Bachelor of Science in Finance from Auburn University in 1994 and a Master of Business Administration from University of Alabama at Birmingham in 2000.
They have also studied at Auburn University :
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They have also studied at University of Alabama at Birmingham :
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- At Captrust, James Underwood has 42 colleagues including Fielding Miller (Chairman & CEO), Rob Solomon (Director)…
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- In the Holding industry, James Underwood has 19,957 colleagues in 1,274 companies located in 74 countries. 9,180 executive movements have been recorded in the last 12 months. Learn more about Holding.
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