James Adams

Jim Adams has been working in the financial services industry for almost 40 years. He started his career in 1969 at Peoples National Bank while working in their Trust Investment Department. In 1975 he joined Marshall & Meyer, a Municipal Investment Banking Firm.

From 1980 to 1988, Jim was the head of the Regional Fixed Income division at Shearson/American Express. After a short stop at Oppenheimer & Co., he founded Guardian Capital in 1992.

Currently Jim is CEO of SIS where he focuses on fixed income management and client service.

Jim and Marilyn, his wife of 50 years, live on Whidbey Island. Outside of work, Jim enjoys spending time with his family and living the country life.

Email Jim: jim@investsoundly.com

James R. Adams