Profil
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.
Postes actifs de Jim Proffitt
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur Général | 01/01/1986 |
Anciens postes connus de Jim Proffitt
| Sociétés | Poste | Fin |
|---|---|---|
| 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 | - |
Formation de Jim Proffitt
| Vanderbilt University | Undergraduate Degree |
| Northwestern University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
| Citizens Bank (KY), Inc. | Finance |
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 |
