James Francis

James Francis is a Client Portfolio Manager at Guardian Capital Group, based in Atlanta, GA, where he plays a key role in managing and supporting client investment portfolios. His responsibilities include portfolio strategy, client relationship management, and the product management of investment strategies, particularly within Guardian Capital Group and its affiliate, Alta Capital Management. James specializes in equity and multi-asset class portfolios, with a focus on solutions-driven client engagement in institutional and high-net-worth segments.

Prior to joining Guardian Capital in September 2024, James spent over two decades at Montag & Caldwell, where he was Managing Principal and Director of Marketing, overseeing business development and client communications across private and institutional channels. He began his investment career as a Portfolio Strategist at First Union National Bank, deepening his expertise in asset allocation and equity management. His experience spans US equities, growth strategies, and tailored portfolio solutions for diverse investor needs.

James holds an MBA from the University of Georgia's Terry College of Business and a BA in Economics and German from Duquesne University. Recognized for his strategic acumen, James has contributed to the development and promotion of investment strategies that leverage both fundamental analysis and advanced research, supporting client outcomes across evolving market environments.