James P. Henry

James P. Henry is an associate portfolio manager with Sloan Wealth Management, where he is responsible for research, trading, and execution of the firm's tactical allocation strategy. For the past 6 years, James was a member of a private client team at Neuberger Berman in Dallas where he advised on all aspects of investment strategy, wealth preservation and growth, and personal financial planning. Prior to his position at Neuberger, James worked in the equity research department at Hodges Capital Management in Dallas, where he published research on companies in various industries. James received a B.S. in finance from the Leeds School of Business at the University of Colorado at Boulder and an MBA in finance from the Cox School of Business at SMU in Dallas.