James Combs, Director and Chairman of the Board
Jim is an accomplished executive with more than 20 years’ experience providing treasury, fiduciary, investment management, and custody services to individual and institutional clients worldwide. During his career in the financial services sector, Jim has progressed through a variety of senior manager and leadership assignments at Bankers Trust Company, The Global Processing Alliance, Wachovia Operational Services Corporation, Wilmington Trust Company, and, most recently, SEI. His professional experience delivering trust and custody services, developing wealth management business solutions, implementing strategic projects, leading organizational change initiatives, and business process outsourcing made him the right person to fill the role of CEO.
Jim earned a Bachelor of Science from the United States Military Academy and a Master of Science in Engineering in the Management of Technology from the University of Pennsylvania. He is a US Army veteran having served in the US and Europe. He also holds the Certified Cash Manager (CCM) and Certified Securities Operations Professional (CSOP) designations.
Contact James at email@example.com.