Mr. Casroy E. James has over two decades worth of experience working in various areas within the financial services industry and has held various management positions within the financial sector. Mr. James’ experiences include commercial and investment banking, stock brokerage, asset management and investment advisory services. He has held executive positions in United States based securities and investment advisory firms.
As a registered securities professional, he held multiple licenses with the Financial Industry Regulatory Association (FINRA) and the Securities and Exchange Commission (SEC). As a business consultant, he advises a myriad of corporate entities and high net worth individuals from across the globe in the area of investment and financial management.
Mr. James is a University of the West Indies MBA graduate. He is a Certified Financial Planning professional CFP®, and a Certified Investment Management Analyst CIMA®. He holds post graduate certificates in Financial Planning and Investment Management from Florida State University and the Wharton School of Business respectively. Mr. James is a former member of the Board of Directors at the Eastern Caribbean Securities Exchange and a current member of the Financial Planning Association (FPA) in the State of Florida USA.
Mr. James is currently the Chairman of James and Maginley Ltd. and its affiliated entities, including J&M Capital Ltd., James and Maginley Estates and Development and a Director of James and Maginley Charity and Care Foundation Inc.
Mr. James is an avid lover of music and appreciates all genres with a penchant for traditional jazz and blues. Commitment to family and relationship building are deep core values that are personally held and promoted by Mr. James.