Jamie joined HB Wealth in 2021 as Chief Financial Officer and is a Shareholder with the firm. He leads the firm’s accounting, finance and reporting functions, as well as oversees the company’s data analytics efforts.
Prior to joining HB Wealth, Jamie most recently served as Chief Financial Officer at Wentworth Management Services, an aggregator of companies in the Wealth Management space and prior to that served as Controller of Private Wealth Management at SunTrust, now Truist. Jamie started his career in public accounting at Grant Thornton where he spent 10 years in audit serving clients in a multitude of sectors in the UK, Australia and finally Atlanta.
Jamie received a MPharmacol (first class) from the University of Bath, UK in 2008 and became a member of the Institute for Chartered Accountants of England and Wales (ICAEW) in 2011. He lives in the Brookhaven with his wife, daughter, and son. In his spare time he loves to both travel and play golf.