Jim Powers, CFA

Director of Investment Research

Jim Powers brings nearly a decade of experience working in the wealth management industry. At Delegate, Jim serves as the Director of Investment Research. In these roles, Jim is responsible for the firm’s compliance function, client portfolio management, due diligence, asset allocation, and macroeconomic research.

Jim began his wealth management career after receiving his Master’s in Business Administration from Duke University’s Fuqua School of Business with concentrations in investment finance and financial analysis. Before business school, Jim spent five years as an associate at two New York law firms.

In addition to his MBA, Jim also holds a Juris Doctorate degree from Villanova Law School and is a Chartered Financial Analyst. Jim has been featured in a variety of media publications, including Forbes and Investing.com.

Jim lives in Durham, North Carolina with his wife Mackenzie, sons Connor and Brady and dog Chloe.