Recognizing talent in others—especially the overlooked—and helping them achieve the full promise of their careers.

Recognizing talent in others—especially the overlooked—and helping them achieve the full promise of their careers.

Services

Consulting

Leadership Development

Mentoring

Professional Guidance

Speaking

Corporate Engagements

Networking

Purposeful Connection

Testimonials

Gary Burnham

Professional Coach & Mentor, CEO Focus

“I’ve had the pleasure and opportunity to serve James as a mentor and coach for nearly five years.”

I’ve had the pleasure and opportunity to serve James as a mentor and coach for nearly five years. James is a man of character who cares more about others being praised and rewarded than himself being praised and rewarded. Despite his substantial financial services skills and abilities, his leadership and team-building skills are even more outstanding. He gets to know people personally and professionally, then evaluates their skills and ensures they are in a role in which they will shine. He encourages others to lead and mentor in the same way, serving as a great example to them.

Al Sullivan

Founder & CEO
Inspirus Consulting, Inc.

“James has a rare gift for seeing potential in
people long before they see it
in themselves.”

His belief in me opened doors which expanded my network and provided several opportunities to shine. He doesn’t just talk about mentorship—he lives it, constantly pushing others forward to be the highest and best version of themselves.

I had the privilege of working closely with James and observed firsthand how he pioneered new approaches and brought fresh energy into the organization by diversifying his leadership team and building authentic collaborations across a wide range of key priorities and stakeholders.

James gives tirelessly to help others without expecting anything in return. I can honestly say I’ve never met anyone who pays it forward with the same consistency, passion, and authenticity. Potential Energy is a manifestation of who he is and the impact he’ll continue to make in the lives of others.

Pamela Turner

Ph.D.
CFA, CFP

“It would be easy to say the right things,
but it was evident that James walked
the walk.”

From the moment I met James, I knew he was special. I remember him speaking of his work as a Director of Research, and the responsibility he felt he owed junior investment analysts. That responsibility to educate is something I understand from my previous roles in academia; however, I’d never really seen it manifest in industry as it did with James.

From a personal perspective, he worked tirelessly to assist in my job search. He recognizes the value I would bring to an organization. He is able to see a total talent package and understands how uniqueness in education and experiences brings value to an organization. If there were more people like James in charge, I’m 100% convinced additional value would be added to bottom lines. Every board should run, not walk, to get him on their team.

Audley Mackey

Finance & Strategy
Professional

“As a mentor and advocate, James played a pivotal role in accelerating my early professional
growth.”

Today, he remains a consistent source of support in my career.

Initially a senior colleague from my first post-undergraduate role, James demonstrated dedication to his craft and commitment to serving our clients and teammates. James noticed my curiosity and desire to contribute to the team beyond the scope of my job description. He presented me with stretch assignments that offered senior exposure and widened my perspective on investment management career paths. Soon, he was elevated to lead our team. Providing encouragement and challenging me along the way, James helped me to realize my full potential, which ultimately resulted in my promotion.

Years later, James continues to play a meaningful role as mentor, advisor, sponsor, and advocate. Through the pursuit of my MBA at Wharton, evaluating opportunities in new cities, and building both a balanced and impactful career, James’ support has been unwavering. Having a mentor like James—someone who not only recognizes your potential but actively invests in unlocking it—has been a transformative force in my career.

His unwavering support and guidance have been instrumental in shaping my growth and success.

Sean Cribbin

Product Manager
Nuveen

“For most of my career, I felt like potential energy. Like an untapped source of capability, yearning to be put into motion.”

I’ll never forget my first meeting with James. He was my boss’s, boss’s, boss. He was one of the most senior folks in the organization. He could have easily ignored me, as did most folks at that level of seniority. Rather, he opened the meeting with, “so I hear you’re a poet, can you share an original poem?”

I was blown away. No one at work had ever expressed interest in my poetry. Nobody ever noticed that I might be able to use my poetic passion for the benefit of the business.

James was different. James noticed.

I shared a poem, we connected on matters related to faith, and he promised that he’d find opportunities for me to utilize the fullness of my skillset.

I can go on and on about James. He would regularly swing by the desk to catch up and check in on me. He went out of his way to support my personal poetry projects. He demonstrated that one can be professionally successful, and still authentically a man of faith.

Over the last year, a significant portion of my time has been spent educating clients on various aspects of the Retirement Income landscape. The feedback has been tremendous.

Importantly, I finally feel like I am using the fullness of my skillset. Like I am using my God given gifts to make a meaningful impact on our clients. Like I am finally kinetic energy.

I feel blessed to have met James. He was undoubtedly the force that set me in motion, and I can’t think of anyone better to be leading Potential Energy.

Bobby Kannady III

Regional Advisor Consultant | MBA Candidate

“As an early career professional, it is impossible to overlook the profound impact that James Nelson has had on my development.”

James opened the door for me—not only into the corporate world but specifically into the asset management industry. Before I had the vocabulary to articulate concepts like stocks and bonds, James worked closely with me, refining my resume, sharpening my interview skills, helping me craft my narrative, and providing invaluable insights into the financial services industry.

When I faced setbacks and rejections early in my job search, James remained unwavering in his support. He guided me through each obstacle, helping me identify areas for improvement and pushing me to grow. His mentorship was instrumental in my eventual success—culminating in a full-time offer.

However, James’ influence did not stop there. Upon joining Invesco, he continued to challenge and mentor me, encouraging me to expand my professional network and step into new opportunities. Through his leadership, he entrusted me with responsibilities in several key initiatives, providing me with exposure to diverse experiences, industry insights, and direct access to senior professionals.

Beyond professional development, James has instilled in me a deep sense of accountability and purpose—encouraging me to be a resource for others, especially those who are navigating the early stages of their careers. Through his example, I have learned the true meaning of leadership, mentorship, and service. His unwavering commitment to helping others, patience, ability to challenge and uplift, and dedication to continuous growth have profoundly shaped my approach to both career and community.

James is more than a mentor—he is a catalyst for success, a connector of people, and a leader who inspires others to reach their potential. I am incredibly grateful for his guidance and his lasting impact on my career.

Acacia Lofton

Jr. Business Administration
Clark Atlanta University ‘25

“James Nelson has been an invaluable mentor, guiding me through the finance industry while providing unwavering encouragement.”

As a seasoned finance professional, he has openly shared the trials and triumphs of his career, offering wisdom that has been instrumental in shaping my own path. His advocacy and sponsorship have played a pivotal role in my journey, from navigating investment banking and growth equity internships to refining my long-term goals in finance. As a student-athlete at Clark Atlanta University studying finance and economics, balancing rigorous academics and athletics has been a challenge, but Mr. Nelson’s mentorship has been a source of strength and direction.

One of the most impactful ways Mr. Nelson has supported me was through his guidance and recommendation letters for my finance fellowship application—an opportunity that truly changed my life. The fellowship provided unparalleled mentorship and exposure to the finance industry, an experience I may not have secured without his endorsement. Beyond career opportunities, his words of encouragement and transparency about his own journey have been a constant source of motivation. His dedication to seeing me succeed has reinforced my belief in the power of mentorship, and I am deeply grateful for his continued support. Mr. Nelson’s influence on my career and personal development is immeasurable, and I look forward to carrying forward the lessons he has instilled in me.

Nadim Sammur

Advanced Analyst, CX Success at Invesco

“Throughout much of my career journey, James has been a consistent, unwavering advocate and mentor.”

Despite his demanding schedule, he always made time to pour into me—whether through guidance, strategic advice, or simply making sure I had the support I needed to grow. He didn’t just offer encouragement; he actively championed me for roles where I wasn’t the most qualified on paper but had the potential to thrive. His willingness to connect me with key people in my areas of interest—often at a moment’s notice—has been invaluable in shaping my career. I’m incredibly grateful for his mentorship and the doors he has helped open for me.

Emily Tam

Associate, Product Strategy & Governance, Nuveen

“James is an exceptional leader and mentor who genuinely invests in the growth and success of those around him.”

I worked with James as an associate when he was a Senior Managing Director. Despite not being in the same office, he consistently made the effort to check in, ask thoughtful questions, and challenge me to think critically about how to expand my role and reach my full potential. His guidance has been invaluable in helping me navigate my career, and his commitment to developing others is evident in every conversation.

What sets James apart is his ability to build a team that pushes each other to be their best while embracing individual strengths and interests. He fosters an environment where feedback is not only welcomed but actively sought, creating a culture of continuous improvement and collaboration. His leadership is rooted in truly listening to his team, ensuring that everyone’s voice is heard and valued. I am incredibly grateful for his mentorship and the lasting impact he has had on my professional growth.

Testimonials

Gary Burnham

Professional Coach & Mentor, CEO Focus

“I’ve had the pleasure and opportunity to serve James as a mentor and coach for nearly five years.”

I’ve had the pleasure and opportunity to serve James as a mentor and coach for nearly five years. James is a man of character who cares more about others being praised and rewarded than himself being praised and rewarded. Despite his substantial financial services skills and abilities, his leadership and team-building skills are even more outstanding. He gets to know people personally and professionally, then evaluates their skills and ensures they are in a role in which they will shine. He encourages others to lead and mentor in the same way, serving as a great example to them.

Al Sullivan

Founder & CEO
Inspirus Consulting, Inc.

“James has a rare gift for seeing potential in people long before they see it in themselves.”

His belief in me opened doors which expanded my network and provided several opportunities to shine. He doesn’t just talk about mentorship—he lives it, constantly pushing others forward to be the highest and best version of themselves.

I had the privilege of working closely with James and observed firsthand how he pioneered new approaches and brought fresh energy into the organization by diversifying his leadership team and building authentic collaborations across a wide range of key priorities and stakeholders.

James gives tirelessly to help others without expecting anything in return. I can honestly say I’ve never met anyone who pays it forward with the same consistency, passion, and authenticity. Potential Energy is a manifestation of who he is and the impact he’ll continue to make in the lives of others.

Pamela Turner

Ph.D.
CFA, CFP

“It would be easy to say the right things, but it was evident that James walked the walk.”

From the moment I met James, I knew he was special. I remember him speaking of his work as a Director of Research, and the responsibility he felt he owed junior investment analysts. That responsibility to educate is something I understand from my previous roles in academia; however, I’d never really seen it manifest in industry as it did with James.

From a personal perspective, he worked tirelessly to assist in my job search. He recognizes the value I would bring to an organization. He is able to see a total talent package and understands how uniqueness in education and experiences brings value to an organization. If there were more people like James in charge, I’m 100% convinced additional value would be added to bottom lines. Every board should run, not walk, to get him on their team.

Audley Mackey

Finance & Strategy
Professional

“As a mentor and advocate, James played a pivotal role in accelerating my early professional growth.”

Today, he remains a consistent source of support in my career.

Initially a senior colleague from my first post-undergraduate role, James demonstrated dedication to his craft and commitment to serving our clients and teammates. James noticed my curiosity and desire to contribute to the team beyond the scope of my job description. He presented me with stretch assignments that offered senior exposure and widened my perspective on investment management career paths. Soon, he was elevated to lead our team. Providing encouragement and challenging me along the way, James helped me to realize my full potential, which ultimately resulted in my promotion.

Years later, James continues to play a meaningful role as mentor, advisor, sponsor, and advocate. Through the pursuit of my MBA at Wharton, evaluating opportunities in new cities, and building both a balanced and impactful career, James’ support has been unwavering. Having a mentor like James—someone who not only recognizes your potential but actively invests in unlocking it—has been a transformative force in my career.

His unwavering support and guidance have been instrumental in shaping my growth and success.

Sean Cribbin

Product Manager
Nuveen

“For most of my career, I felt like potential energy. Like an untapped source of capability, yearning to be put into motion.”

I’ll never forget my first meeting with James. He was my boss’s, boss’s, boss. He was one of the most senior folks in the organization. He could have easily ignored me, as did most folks at that level of seniority. Rather, he opened the meeting with, “so I hear you’re a poet, can you share an original poem?”

I was blown away. No one at work had ever expressed interest in my poetry. Nobody ever noticed that I might be able to use my poetic passion for the benefit of the business.

James was different. James noticed.

I shared a poem, we connected on matters related to faith, and he promised that he’d find opportunities for me to utilize the fullness of my skillset.

I can go on and on about James. He would regularly swing by the desk to catch up and check in on me. He went out of his way to support my personal poetry projects. He demonstrated that one can be professionally successful, and still authentically a man of faith.

Over the last year, a significant portion of my time has been spent educating clients on various aspects of the Retirement Income landscape. The feedback has been tremendous.

Importantly, I finally feel like I am using the fullness of my skillset. Like I am using my God given gifts to make a meaningful impact on our clients. Like I am finally kinetic energy.

I feel blessed to have met James. He was undoubtedly the force that set me in motion, and I can’t think of anyone better to be leading Potential Energy.

Bobby Kannady III

Regional Advisor Consultant | MBA Candidate

“As an early career professional, it is impossible to overlook the profound impact that James Nelson has had on my development.”

James opened the door for me—not only into the corporate world but specifically into the asset management industry. Before I had the vocabulary to articulate concepts like stocks and bonds, James worked closely with me, refining my resume, sharpening my interview skills, helping me craft my narrative, and providing invaluable insights into the financial services industry.

When I faced setbacks and rejections early in my job search, James remained unwavering in his support. He guided me through each obstacle, helping me identify areas for improvement and pushing me to grow. His mentorship was instrumental in my eventual success—culminating in a full-time offer.

However, James’ influence did not stop there. Upon joining Invesco, he continued to challenge and mentor me, encouraging me to expand my professional network and step into new opportunities. Through his leadership, he entrusted me with responsibilities in several key initiatives, providing me with exposure to diverse experiences, industry insights, and direct access to senior professionals.

Beyond professional development, James has instilled in me a deep sense of accountability and purpose—encouraging me to be a resource for others, especially those who are navigating the early stages of their careers. Through his example, I have learned the true meaning of leadership, mentorship, and service. His unwavering commitment to helping others, patience, ability to challenge and uplift, and dedication to continuous growth have profoundly shaped my approach to both career and community.

James is more than a mentor—he is a catalyst for success, a connector of people, and a leader who inspires others to reach their potential. I am incredibly grateful for his guidance and his lasting impact on my career.

Acacia Lofton

Jr. Business Administration
Clark Atlanta University ‘25

“James Nelson has been an invaluable mentor, guiding me through the finance industry while providing unwavering encouragement.”

As a seasoned finance professional, he has openly shared the trials and triumphs of his career, offering wisdom that has been instrumental in shaping my own path. His advocacy and sponsorship have played a pivotal role in my journey, from navigating investment banking and growth equity internships to refining my long-term goals in finance. As a student-athlete at Clark Atlanta University studying finance and economics, balancing rigorous academics and athletics has been a challenge, but Mr. Nelson’s mentorship has been a source of strength and direction.

One of the most impactful ways Mr. Nelson has supported me was through his guidance and recommendation letters for my finance fellowship application—an opportunity that truly changed my life. The fellowship provided unparalleled mentorship and exposure to the finance industry, an experience I may not have secured without his endorsement. Beyond career opportunities, his words of encouragement and transparency about his own journey have been a constant source of motivation. His dedication to seeing me succeed has reinforced my belief in the power of mentorship, and I am deeply grateful for his continued support. Mr. Nelson’s influence on my career and personal development is immeasurable, and I look forward to carrying forward the lessons he has instilled in me.

Nadim Sammur

Advanced Analyst, CX Success at Invesco

“Throughout much of my career journey, James has been a consistent, unwavering advocate and mentor.”

Despite his demanding schedule, he always made time to pour into me—whether through guidance, strategic advice, or simply making sure I had the support I needed to grow. He didn’t just offer encouragement; he actively championed me for roles where I wasn’t the most qualified on paper but had the potential to thrive. His willingness to connect me with key people in my areas of interest—often at a moment’s notice—has been invaluable in shaping my career. I’m incredibly grateful for his mentorship and the doors he has helped open for me.

Emily Tam

Associate, Product Strategy & Governance, Nuveen

“James is an exceptional leader and mentor who genuinely invests in the growth and success of those around him.”

I worked with James as an associate when he was a Senior Managing Director. Despite not being in the same office, he consistently made the effort to check in, ask thoughtful questions, and challenge me to think critically about how to expand my role and reach my full potential. His guidance has been invaluable in helping me navigate my career, and his commitment to developing others is evident in every conversation.

What sets James apart is his ability to build a team that pushes each other to be their best while embracing individual strengths and interests. He fosters an environment where feedback is not only welcomed but actively sought, creating a culture of continuous improvement and collaboration. His leadership is rooted in truly listening to his team, ensuring that everyone’s voice is heard and valued. I am incredibly grateful for his mentorship and the lasting impact he has had on my professional growth.

James Nelson

True leadership is about more than inspiring others to take bold steps and reach new levels of success. It’s about creating a legacy that outlives everyone.

This is only possible through the development of a culture of empowerment and empathy.

Throughout my career in investment management, whether leading teams that boost portfolio returns or reverse declining products, my success has come from helping people realize their untapped potential. My approach is grounded in my personal story. As a young college student, I became a father, balancing parenthood and an aspiring career. Empathetic leaders served as mentors and saw the resilience and grit that helped me overcome tremendous challenges and difficult career pivots. I seek to foster a similar resilience and grit in the people I work with.

The most impactful leaders combine a clear strategic vision with a genuine investment in their people. My leadership philosophy revolves around recognizing talent in others—especially the overlooked—and ensuring they are in the right role to achieve the full potential for themselves and the team. I am committed to building a culture of empowerment and empathy that drives success long after I’ve moved on.

James Nelson

True leadership is about more than inspiring others to take bold steps and reach new levels of success. It’s about creating a legacy that outlives everyone.

This is only possible through the development of a culture of empowerment and empathy.

Throughout my career in investment management, whether leading teams that boost portfolio returns or reverse declining products, my success has come from helping people realize their untapped potential. My approach is grounded in my personal story. As a young college student, I became a father, balancing parenthood and an aspiring career. Empathetic leaders served as mentors and saw the resilience and grit that helped me overcome tremendous challenges and difficult career pivots. I seek to foster a similar resilience and grit in the people I work with.

The most impactful leaders combine a clear strategic vision with a genuine investment in their people. My leadership philosophy revolves around recognizing talent in others—especially the overlooked—and ensuring they are in the right role to achieve the full potential for themselves and the team. I am committed to building a culture of empowerment and empathy that drives success long after I’ve moved on.

Contact

Contact