James Carlson

James Carlson is a seasoned professional with a diverse background in the United States Navy, asset management services, and financial consulting.

He brings a wealth of experience in providing fiduciary plan consulting, financial wellness, and evidence-based investing to working Americans.

Having served in the military, James adopts a servant-leadership approach, prioritizing people and integrity in his role as a fiduciary to plan sponsors and investment committees.

During his tenure at Silvercrest Asset Management, he championed integrity and transparency, essential values often lacking in the financial services industry.

James aims to elevate the industry standard, advocating for a client-first approach and offering tailored solutions to organizations to enhance productivity and reduce costs.

His educational background includes studies at Bishop Ireton and a BS in Mechanical Engineering with a Minor in Systems Engineering from the University of Virginia.

James has held key roles such as Managing Member at Kinwell LLC, Co-Founder at Questis, Inc, Project Engineering Manager at General Dynamics Land Systems - Force Protection, and Assistant Vice President at Silvercrest Asset Management.

His past experiences as a Surface Warfare Officer in the United States Navy and Congressional Intern at the U.S. House of Representatives have contributed to his well-rounded skill set and commitment to excellence.