BBA, University of Houston – Downtown
James McGinness is a Wealth Advisor at Avidian, where he is focused on developing and managing client relationships for high-net-worth individuals, endowments, and foundations. He serves clients to help steward their resources by implementing a disciplined investment plan to align with each client’s goals and values to achieve long-term results.
Previously, James served as Managing Director and Financial Advisor at a large financial advisory firm. James began his career as a Portfolio Analyst at RDG Capital LLC, and then joined Salient Partners, where he focused on investor relations, trading, and operations before becoming a Financial Advisor at Salient
He knew he wanted to become an advisor after working as an intern at an RIA – a far cry from his original dream of becoming a firefighter. James earned a Bachelor of Business Administration from the University of Houston –Downtown and completed the Texas Trust School at Southern Methodist University. James holds Series 63 and 65 licenses.
James and his wife are the proud parents of twin sons and a daughter. He is a native Houstonian, an active member of Houston’s First Baptist Church, and a partner of 100X Harvest ministry. He enjoys traveling with his family and coaching youth sports.
Education & Designations
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