Jim is one of the founding partners of Reichard Capital and currently serves both as the Managing Partner and as the Chief Compliance and Investment Officer. In these roles, he oversees all aspects of the firm’s operations including management, research and compliance.
Jim is a Certified Public Accountant, a Personal Financial Specialist and a Registered Life Planner. His comprehensive approach allows him to tailor each client’s needs uniquely to build an individual strategy which meets both short- and long-term goals. Jim closely monitors each clients’ portfolios and conducts semi-annual reviews with clients to ensure that any market conditions and personal life changes are considered and evaluated.
Jim began his career with Touche Ross & Co. in Richmond, Virginia, in their audit department. He then moved to the tax department at Coopers & Lybrand in Charlotte. Prior to founding Reichard Capital, Jim worked for 31 years with a local accounting firm where he served various roles, first as a tax partner and then as a wealth management partner. He started and established that firm’s wealth management group, which he grew to half a billion dollars before his departure.
Jim is a native of Manitowoc, Wisconsin. He attended the University of Wisconsin-Madison, graduating with a Bachelor of Business Administration in accounting and administrative management. He is married to Frances, who is a Charlotte native, though she did grow up in Wisconsin. They have two sons, both of whom live in Charlotte. Jim has been active in the non-profit arena as a longtime board member of the Charlotte Rescue Mission with which he retains close ties. He is currently involved in several ministries at Saint Peter Catholic Church in Charlotte, and serves on the board of the Jeff Gordon Children’s Foundation.