Altamont Capital Management
Altamont Capital Management was formed in 2001 by the partners of Gould Killian CPA Group, P.A. The objective was to help Gould Killian clients with a variety of financial needs beyond the traditional accounting and consulting services. This structure not only allowed the CPA to develop client financial strategies, but also to implement the recommendations in-house through Altamont.
Over the last 15+ years, clients have realized the value of having their CPA and wealth manager work together seamlessly as part of the same team. Altamont has grown to over $100 million in assets under management and continues to work closely with Gould Killian to help implement financial strategies. Our service offering has grown over time as well.
We offer investment management services for individuals, institutions, and qualified retirement plans. In addition, we offer a comprehensive financial planning service that develops a financial “road map” for clients to make informed decisions regarding retirement, wealth transfer, education, and health care. We also provide insurance consulting services where there is a need for employer-provided health coverage or for individuals who need life insurance.
Products and Services Offered Include:
Investment Advisor Services
Comprehensive Financial Planning
Health and Life Insurance
Designation: Investment Advisor Representative
Year Started with Firm: 2013
James received his B.A. from Wofford College in 1997, graduating Magna Cum Laude with a double major in Economics and History. After two years in retail banking, he went back to school full time and earned an MBA from the University of South Carolina in 2001. He went on to finish a three-year Finance MBA program with Delta Air Lines in Atlanta and later worked for SunTrust Bank as a Vice President in Private Wealth Management. In 2008, he relocated to Asheville where he worked for BB&T as a Vice President in their Wealth Division until Spring 2013. James holds the Certified Financial Planner designation, Series 66 License, and the NC Life, Accident, & Sickness Insurance License. He is a native of Shelby, NC.