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Paladin Research Report For:

James Good

Attessa Capital

3060 N Swan Rd
Tucson, AZ 85712
520-600-3064

About James Good

Mr. Good is a Managing Director and Founding Partner at Attessa Capital.

Prior to founding the firm, he served in senior investment positions at several of the largest asset managers in the world. Before relocating to Tucson, Mr. Good was a Portfolio Manager at Cascade Investment/BMGI (the investment office of Bill Gates and his foundation). Prior to joining Cascade Investment/BMGI, he was a Vice President and Investment Research Analyst at Wellington Management (a Boston based firm with over $1 trillion under management). In this role, he helped manage mutual funds and investment accounts for clients such as Vanguard, Goldman Sachs, the Hartford, John Hancock, and many other institutions. He began his investment career as an Analyst at Ford Motor Company. Mr. Good has served in leadership positions at various for-profit and non-profit organizations, including on the board of directors of The Four Seasons Hotels and Resorts. He graduated cum laude from Brigham Young University and received an MBA from Harvard Business School.

See Disclosures

General Information

CRD#
  • 6612231
Firm CRD#
  • 306827
Name of Custodial Firm
  • Charles Schwab
States Licensed in
  • AZ, TX, UT
Years of Experience in Financial Services
  • 22
Work Experience
  • Portfolio Manager at Cascade Investment / BMGI (family office of Bill Gates and the Bill & Melinda Gates Foundation)

    Board of Directors at Four Seasons Hotel & Resorts

    Vice President at Wellington Management

    MBA from Harvard University
Work with the following types of clients
  • Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors
Advisory Services Provided
  • Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Securities Licenses
  • Series 65

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $1,000,000
Compensation Methods
  • Based on Assets

Education

Bachelor of Science - Finance

Brigham Young University (BYU)
09/01/1997 -05/31/2000

Masters in Business Administration (MBA) -

Harvard University
09/01/2004 -05/31/2006

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890742/paladinregistry-Attessa-Capital-detailed-disclosure.html