James Ruffin

James Ruffin Email and Phone Number

Vice President and Director of Wealth Management @ Elemental Capital Management, LLC
Glen Allen, VA, US
James Ruffin's Location
Glen Allen, Virginia, United States, United States
James Ruffin's Contact Details
About James Ruffin

Experienced advisor, investment analyst, investor, director, and leader.

James Ruffin's Current Company Details
Elemental Capital Management, LLC

Elemental Capital Management, Llc

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Vice President and Director of Wealth Management
Glen Allen, VA, US
James Ruffin Work Experience Details
  • Elemental Capital Management, Llc
    Vice President And Director Of Wealth Management
    Elemental Capital Management, Llc
    Glen Allen, Va, Us
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  • Elemental Capital Management, Llc
    Vice President & Director Of Wealth Management
    Elemental Capital Management, Llc Feb 2018 - Present
    In addition to my executive role as Vice President, I am responsible for all aspects of Elemental's wealth management business, combining investment and portfolio management with financial planning to help our clients organize, understand, and improve their financial lives, from building and growing to preserving and transitioning their wealth. I am also a senior investment analyst, assisting the Chief Investment Officer with equity analysis, portfolio management, and trading.At Elemental, our investment process is focused on discovering dominant businesses with wide competitive moats that can consistently generate cash flows at high rates of return on invested capital over a long period of time. In our experience, there are a limited number of businesses that meet these criteria, and our long-only, discretionary portfolios typically own a limited number of companies as a result.We believe that extraordinary enterprises often possess unique competitive advantages that enable them to deploy and reinvest their capital at exceptionally high rates of return. Our goal is to identify and invest in these distinctive businesses at reasonable prices, and to deliver superior returns for our clients over time.
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Nov 2012 - Feb 2018
    St. Louis, Missouri, Us
    - Was manager of my book of business and financial advisory practice, acting as "Chief Financial Officer" for a select group of wealthy individuals and families in and around the Richmond area.- Provided a full suite of investment planning and wealth management services to help my clients build, grow, preserve, and transition their wealth.
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  • Wells Fargo Advisors
    Financial Consultant
    Wells Fargo Advisors Oct 2010 - Nov 2012
    St. Louis, Missouri, Us
    • Primary role was to provide financial advisory services to affluent individuals and families.• Junior producing member of a three person advisory team, providing full service investment planning and management to an ever growing book of business that was focused on increasing fee-based AUM.• Provided investment training to retail bank personnel in Wells Fargo branches, and helped develop a marketable business model to turn our team into a full service, self-sustaining advisory practice.
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  • Suntrust Investment Services
    Investment Associate
    Suntrust Investment Services Jun 2008 - Oct 2010
    Us
    • Responsible for administering a wide range of client services, some of which involve the presentation, selling and execution of myriad investments.• Supported three financial advisors by compiling research, preparing fundamental/technical analysis, constructing and presenting financial plans, and servicing existing clients in three advisors’ “broker books”, helping grow AUM from $30 million to $70 million, with ROA of roughly 0.85%.
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  • Edward Jones Investments
    Financial Advisor
    Edward Jones Investments Jun 2007 - Jun 2008
    St. Louis, Mo, Us
    • Offered myriad full-service brokerage products and services to my own, self-sourced book of clients.• Responsible for accumulating/prospecting for own broker book of clients, and grew the book from zero clients to 9 clients, and AUM from zero to $12 million.• Built, presented, and executed diverse portfolios, investment strategies, and financial plans.
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James Ruffin Skills

Wealth Management Investment Management Business Valuation Portfolio Management Financial Modeling Investments Retirement Planning Financial Advisory Financial Planning Investment Advisory Investment Strategies Asset Management Financial Services Equities Securities Series 63 Alternative Investments Risk Management Due Diligence Strategic Planning Entrepreneurship Sales Operations Sales Management Business Development Business Strategy Business Analysis Business Planning Marketing Strategy Consulting Valuation Strategy Sales Banking Financial Markets Microsoft Office Microsoft Excel Microsoft Word Microsoft Powerpoint Microsoft Outlook Leadership Team Leadership Management Customer Service Wealth Management Services Series 7 General Management New Business Development Strategy Execution Investment Management Industry Finance Financial Analysis

James Ruffin Education Details

  • University Of Virginia Darden School Of Business
    University Of Virginia Darden School Of Business
    And General Management
  • Investment Banking Institute
    Investment Banking Institute
    Investment Banking Financial Modeling
  • Cheung Kong Graduate School Of Business
    Cheung Kong Graduate School Of Business
    Leading In An Emerging Economy
  • Clemson University
    Clemson University
    Sociology
  • Woodberry Forest School
    Woodberry Forest School
    High School Diploma

Frequently Asked Questions about James Ruffin

What company does James Ruffin work for?

James Ruffin works for Elemental Capital Management, Llc

What is James Ruffin's role at the current company?

James Ruffin's current role is Vice President and Director of Wealth Management.

What is James Ruffin's email address?

James Ruffin's email address is ja****@****tal.com

What is James Ruffin's direct phone number?

James Ruffin's direct phone number is +131487*****

What schools did James Ruffin attend?

James Ruffin attended University Of Virginia Darden School Of Business, Investment Banking Institute, Cheung Kong Graduate School Of Business, Clemson University, Woodberry Forest School.

What are some of James Ruffin's interests?

James Ruffin has interest in Investing, Real Estate, Education, Arts And Culture, Science And Technology, Equities, Mutual Funds.

What skills is James Ruffin known for?

James Ruffin has skills like Wealth Management, Investment Management, Business Valuation, Portfolio Management, Financial Modeling, Investments, Retirement Planning, Financial Advisory, Financial Planning, Investment Advisory, Investment Strategies, Asset Management.

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