James Greek

Wealth Advisor


James Greek is a wealth advisor with Kraft Asset Management, LLC (KAM). KAM provides investment advisory and wealth management services for individuals, estates, trusts, private foundations, LLCs, FLPs and retirement plans. In his role, James assists clients with investment strategy and risk management solutions, advising high-net-worth individuals and families on financial planning.

Prior to joining KAM, James worked at SunTrust Private Wealth Management as a client advisor and managed a large volume of high-net-worth relationships. He has more than 12 years of experience in financial services, including nine years advising clients on specialized risk management solutions.

James is a Nashville native and a graduate of Montgomery Bell Academy.

Certifications

Financial Industry Regulatory Authority (FINRA) Series 66 License
Life and Health Insurance Licenses, Tennessee

Professional and Community Service

United Way of Metropolitan Nashville’s Young Leaders Society, Board Member
Nashville Catholic Business League, Member
Juvenile Diabetes Research Foundation, Volunteer
St. Luke’s Community House, Volunteer
New Transitions, Former Board Member

Education

B.A., History, Middle Tennessee State University