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James Payne

James graduated from Texas A&M University in 1995 and began his career in finance working for a large, NJ-based insurance company. Feeling captive to the home office in that role, and that he was unable to meet the complete planning needs of his clients, James left the insurance world and worked for a Registered Investment Advisor firm. During the next four years James directed the entire firm’s trading practices, established and implemented their investment policies and upgraded their technology allowing the firm to triple in size.

Since 2000, James has served as Targeted Financial Services Chief Investment Officer, managing the firms trading operations and guiding the investments made for the firm’s clients. In that important role, James conducts the majority of the initial analysis for potential investments providing the other partners with suggestions for their collective discussion. During the 20 + years in that position James has continually refined the investment process and methodology to reflect changes in the market place. Technology remains a passion for James and under his direction, the firm has moved to a nearly paperless environment with most services/data being managed over the internet providing for a virtual work environment.

James is married and has four children, residing in Boerne, Texas. When James is not supporting one of his kids’ activities, he can be found outdoors either working on the family ranch, fly fishing or hunting.

James Payne

732-750-9880 ext. 201

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