Profiel
Mr. James N.
Proffitt is a Co-Founder, Managing Director & Chief Operating Officer at Proffitt & Goodson, Inc. Proffitt has more than 40 years of experience working with corporations, pension plans, individuals, and families on issues including investment management, income and estate tax planning, and philanthropy.
Prior to forming Proffitt & Goodson in 1986, he was a CPA in private practice, where he managed tax planning, preparation, and wealth transfer strategies for high-net-worth individuals.
Earlier he served in leadership roles at First Tennessee Bank in Memphis, Tennessee, and for Citizens Bank in Louisville, Kentucky.
He holds a BA in economics from Vanderbilt University and a MBA from the Kellogg School of Management at Northwestern University.
He is a member of the American Institute of Certified Public Accountants.
He has served in numerous community leadership roles over the years.
Actieve functies van Jim Proffitt
| Bedrijven | Functie | Begin |
|---|---|---|
Proffitt & Goodson, Inc.
 Proffitt & Goodson, Inc. Investment ManagersFinance Proffitt & Goodson, Inc. (ProffittGoodson) is an independent financial planning and wealth management firm headquartered in Knoxville, Tennessee. The firm was founded by Jim Proffitt and David Goodson in 1986. ProffittGoodson develops customized investment solutions for families, endowments, high-net-worth investors, and foundations. | Algemeen Directeur | 01-01-1986 |
Eerdere bekende functies van Jim Proffitt
| Bedrijven | Functie | Einde |
|---|---|---|
| Citizens Bank (KY), Inc. | Corporate Officer/Principal | - |
First Horizon Bank (Memphis, Tennessee)
 First Horizon Bank (Memphis, Tennessee) Regional BanksFinance First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN. | Corporate Officer/Principal | - |
Opleiding van Jim Proffitt
| Vanderbilt University | Undergraduate Degree |
| Northwestern University | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
First Horizon Bank (Memphis, Tennessee)
First Horizon Bank (Memphis, Tennessee) Regional BanksFinance First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN. | Finance |
| Citizens Bank (KY), Inc. | Finance |
Proffitt & Goodson, Inc.
Proffitt & Goodson, Inc. Investment ManagersFinance Proffitt & Goodson, Inc. (ProffittGoodson) is an independent financial planning and wealth management firm headquartered in Knoxville, Tennessee. The firm was founded by Jim Proffitt and David Goodson in 1986. ProffittGoodson develops customized investment solutions for families, endowments, high-net-worth investors, and foundations. | Finance |
