James Ivie is a notable finance professional with a diverse background in Business, Finance, and Financial Management Services. After studying at Brigham Young University and The American College of Financial Services, he went on to hold several key positions in the industry.

Currently, he serves as the Vice President of Investment Trust at HealthEquity. In the past, Ivie served as the President & Managing Member of HealthEquity Advisors, LLC and Vice President of Product Development and Chief Compliance Officer at Financial Guard.

Before that, he co-founded Financial Visions and Financial Calculators, where he served as Managing Partner. He also worked as the Director of Financial Planning Systems & Integrations at Fiserv and as the Financial Planning Systems Manager at SunGard.

With his extensive experience in finance and financial management, Ivie is a well-recognized name in the industry.