James joined Presidio in September 2024. He is based out of the Atlanta office with a primary focus on our Dealership Advisory Services.
James supports the day-to-day needs of our dealership M&A team. His responsibilities include the primary creation of marketing and deal execution material, forecasting/modeling, research, coordination of due diligence materials and general deal execution administration.
Prior to joining Presidio, James served as a Communications Associate for Lighthouse Counsel, where he managed marketing materials and client relations.
James graduated from The University of Georgia with honors in 2023.
James is licensed at FINRA, please see FINRA’s BrokerCheck for more information.