Laura M. James, CFA, CFP®
Vice President, Portfolio Manager
Toll Free: 866-230-5879
Laura is located in the Birmingham, AL office. She focuses on portfolio management, business development, & client services for the Southeast region. Laura began her career with Capital Advisors in 2015 and has over 11 years of experience in the financial services industry. In 2004, she began working full time in financial planning at AmSouth Investment Management, now Regions Financial Corporation. In 2012, Laura joined Regions’ Asset Management division as an analyst covering small and mid-cap mutual funds, SMAs & ETFs.
Laura completed the CERTIFIED FINANCIAL PLANNER ™ requirements in 2007 and earned the CFA charter in 2015.
Laura participates in various community activities such as the Junior League of Birmingham; the Rotaract Club of Birmingham; the Alabama Ballet Junior Board and the CFA Society of Alabama.