James Good

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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.

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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

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

Investment Advisor Representative

Acknowledged fiduciary

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

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

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Paladin Research Report For:

Attessa Capital