James Sherrard
James' passion for knowledge, understanding of the markets and technological expertise has made him a valuable member of the RPS team. As a member of the investment committee, James contributes in the selection and monitoring of investments by performing in-depth independent research as well as interfacing with many investment and sector specific experts.
James has a bachelor's degree in Personal Financial Planning from Texas Tech University as well as a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary with a Series 65 securities license.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.