The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
Jamie has held a variety of senior positions across middle market credit and investing platforms. His experience includes roles within leading lending, private equity, banking and advisory institutions. Prior to joining Configure, he was a Managing Director at Guggenheim Securities, where he joined in 2013 to expand Guggenheim’s reach in the middle market. Before joining Guggenheim, Jamie occupied a similar position within Morgan Joseph TriArtisan LLC’s Recapitalization & Restructuring Group.
In 2005, Jamie established the Atlanta office for Cerberus Capital Management with a focus on direct lending and equity investment activities. While at Cerberus his responsibilities were extensive, including sourcing of new debt and equity investment opportunities, underwriting transactions and portfolio management. Prior to joining Cerberus, Jamie spent three years in Houlihan Lokey’s Corporate Finance and Restructuring practices after beginning his career at IBM and Standard & Poor’s.
Jamie holds a bachelor’s degree in Finance, from the Terry School of Business. He is a FINRA General Securities Registered Representative (Series 24, 7, 63). Jamie resides in the Virginia Highlands neighborhood of Atlanta with his wife and two children.