James Tarkenton
Chief Investment Officer at Townsend Asset Management Corp. | Raleigh, North Carolina, United States
James Tarkenton’s Email & Phone Number
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Chief Investment Officer at Townsend Asset Management Corp. in July 2021 - Present
President & Chief Investment Officer at Townsend Asset Management Corp. in January 2023 - Present
Senior Portfolio Manager at Townsend Asset Management Corp. in October 2018 - July 2021
Managing Director & Portfolio Manager at Lateef Investment Management in June 2008 - May 2017
Managing Director, Portfolio Manager & Chief of Compliance at RBO & CO., LLC in January 2006 - June 2008
Vice President & Senior Research Analyst at Oak Value Capital Management, Inc. in December 1998 - December 2005
Senior Research Associate at Cambridge Associates in June 1996 - December 1998
University of North Carolina at Chapel Hill, January 2002 to January 2004
Virginia Commonwealth University, January 1990 to January 1995
Welcome to Townsend. We’re more than financial advisors. We’re your partners in crafting a life of purpose and prosperity. At Townsend, we believe your financial plan should reflect your story, ambitions, and values. Whether you’re envisioning a fulfilling retirement, growing your legacy, or navigating life’s transitions, we’re here to guide you with clarity and care. With a blend of local insight and national expertise, we deliver strategies that are as intentional as they are impactful. Let’s build a future that feels as extraordinary as your aspirations. Townsend Asset Management is a comprehensive wealth management firm committed to guiding and advising our clients towards the accomplishment of their family, financial and life goals. As a Registered Investment Advisory firm (RIA), we design and implement strategies to create, grow and conserve wealth, while delivering an unprecedented level of personalized service and expertise.
Discover more about Townsend Asset Management Corp.
Director, Wealth Management Services Townsend Asset Management Corp
Director, Wealth Management Services at McGladrey Wealth Management, LLC
(December 2000 – Present)
President and Founder - Abbas Financial Services, Inc.
president at Abbas Financial Services, Inc.
(July 1983 – Present)
Chief Operating Officer at Townsend Asset Management Corp.
Senior Financial Advisor, CFP® at Townsend Asset Management Corp.
(January 2006 – Present)
Client Relationship Manager | Strengthening Connections for Business Growth
Client Relationship Manager at Townsend Asset Management Corp.
(March 2022 – Present)
Sr. Tax Advisor
Sr Tax Advisor at Townsend Asset Management Corp.
(December 2021 – Present)
Owner, Townsend Asset Management Corp.
Gerald A. Townsend is President of the firm. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER,™ practitioner (CFP®), Chartered Financial Analyst® (CFA®) and a Chartered Market Technician (CMT). He received from the American Institute of CPA's the P...
What is James Tarkenton email address?
Email James Tarkenton at [email protected] and [email protected]. This email is the most updated James Tarkenton's email found in 2026.
How to contact James Tarkenton?
To contact James Tarkenton send an email to [email protected] or [email protected].
What company does James Tarkenton work for?
James Tarkenton works for Townsend Asset Management Corp..
What is James Tarkenton's role at Townsend Asset Management Corp.?
James Tarkenton is Chief Investment Officer
What industry does James Tarkenton work in?
James Tarkenton works in the Investment Management industry.
