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Jim Atkinson is the Chief Operating Officer/Head of M&A and has over 25 years in the wealth management industry providing management and oversight to both the fiduciary and brokerage industry. Jim provides a unique insight into the operational, investment, product, technology and investment banking aspects of the wealth management industry.
As COO/Head of M&A he is responsible for oversight of STA’s operations and advisor acquisition team identifying ideal candidates, modeling, and onboarding.
Prior to joining STA Wealth Management, Jim served as Executive Vice President of a large Houston based wealth management firm providing supervision of the client advisory staff in addition to serving on the Management Committee and Board of Directors. Further, he spent 12 years as Vice President of Sales with Fidelity Investments in their Institutional Wealth Services division. Previous experience includes co-founding a successful investment banking firm focused on structuring debt and equity for small to mid-sized businesses.
Originally from Southern California, Jim relocated to Texas in 1996. He holds a BSBA and received his MBA from Baylor University.
Jim has a son and daughter and is actively involved in their sports, arts and musical interests. He also enjoys traveling, camping and skiing with his children, friends and family.