Co-Founder, Principal & COO

Jimmy has a background in alternative asset management and family office consulting. He is focused on the growth and operations of the firm and maintaining strong personal relationships with all of the firm’s clients. Jimmy specializes in managing high-net-worth relationships grounded in comprehensive investment management, alternative asset consulting and income strategies. Additionally, he serves as LoneTree’s Chief Compliance Officer (CCO).

Jimmy has previously worked for real estate developers, institutional private equity real estate funds and a family office. He earned a Bachelor of Arts degree from the University of Tennessee, is an M.P.S. candidate at Georgetown University, and holds the Series 65 license.

Jimmy is married to his wife, Olivia, in Memphis, Tennessee. In his spare time, he is an Ambassador for the Glioblastoma Foundation, a Panelist for Golf Digest Magazine, serves on the University of Tennessee Alumni Board for Memphis, and is a Lacrosse Coach at Memphis University School.

© LoneTree Wealth Management.   Form ADV  |   Disclosures
Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to http://adviserinfo.sec.gov.
Powered by AdvisorFlex.