James Baynard

James Baynard is a finance professional with a strong background in investment management. He previously held the position of Director of Investments at Kudu Investment Management in New York.13 In this role, he supported the firm's investment activities, including underwriting, due diligence, and portfolio management.1

Professional Background

James has over 18 years of investment analysis experience.1 His career path includes:

• Currently serving as Vice President on the investment team at Novare Capital Management14
• Previously worked as Director of Investments at Kudu Investment Management from November 2019 to February 20234
• Completed an asset & wealth management program at J.P. Morgan1
• Participated in a leadership development program at GE Capital1

Education and Qualifications

James holds impressive credentials in the finance field:

• Chartered Financial Analyst (CFA)12
• Certified Public Accountant (CPA)12
• B.S. in Economics from The University of North Carolina at Chapel Hill1
• M.S. in Accounting from The University of North Carolina at Chapel Hill1

Personal Interests

Outside of his professional life, James:

• Enjoys spending time with his wife Anna1
• Has a passion for playing jazz and Afro-Cuban music on the drums1
• Has had the opportunity to play with Grammy-award winning musicians twice1

James Baynard's LinkedIn profile can be found under the username james-baynard-cfa-cpa-67aa8668.2