The Hokenson Group: International Strategic Advisory and Marketing Consulting

Board

James B. McGehee, CFP®, CFA, AAMS, CFS

Principal and Co-Founder

Alpha Financial Advisors, LLC, High Cotton Partners, LP

Jim McGehee is the Co-Founder and a Principal of Alpha Financial Advisors (www.alphafa.com), a fee-only comprehensive financial planning and investment management firm based in Charlotte, North Carolina. He is also the Co-Founder and a Partner in High Cotton Partners (www.highcottonpartners.com), a Hedge Fund that employs a proprietary long-short strategy focused on the S&P 100.

After completing his bachelors degrees in economics and political science at Florida State University, Jim went on to earn a Masters of Business Administration (MBA) from Stetson University in DeLand, Florida. Following graduation, he built a successful investment management practice in Tampa, Florida. In 1999, Jim’s firm was acquired by Sullivan, Bruyette, Speros and Blayney, Inc., a McLean, Virginia-based investment advisory firm that manages over $1.5 billion in assets.

Since beginning his career in the financial services industry over 13 years ago, Jim has sought to continually improve his skill set by pursuing professional designations. Jim has earned the Certified Fund Specialist (CFS®) and Accredited Asset Management Specialist (AAMS®) designation; furthermore, he is a Certified Financial Planner (CFP®) licensee, and is a Chartered Financial Analyst (CFA®) charter holder.

Jim is an active member of the Charlotte and national chapters of the Financial Planning Association (FPA), the North Carolina Society of Financial Analysts (NCSFA) and the Association for Investment Management and Research (AIMR). He has written many articles for the publication Prime Times, was featured twice by the Tampa Tribune in its annual Picks of the Pros column, and is a frequent contributor to the Charlotte Observer.

Jim lives in south Charlotte with his wife Tara, his daughters Delaney & Darcy, and his son Duncan.

Related Sectors / Areas of Expertise

  • Financial Services Within the Financial Services Sector, our clients have ranged anywhere from Accounting and Investment Management firms to individual Media personalities.
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