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OUR TEAM 2017-05-12T14:58:55+00:00
GREEN SQUARE – UNCOMPROMISED, PERSONAL SERVICE

At Green Square, our core values are embodied by our team.

At Green Square Asset Management, our core values, brand promise and investment professionals are the biggest drivers of our success. An investment team consisting of senior investment professionals work with every client of our firm. This team-based, boutique approach ensures that our clients receive the highest degree of personal service.

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Meet Our Leadership Team

James A. West, CFA
James A. West, CFA
CIO & Co-Portfolio Manager

James has been portfolio manager for the GS Equity Income Strategy since inception and is responsible for the day-to-day implementation of the strategy. James is the Chief Investment Officer and a member of Green Square’s Investment Committee. James joined Green Square in 2006 after ten years at First Tennessee Bank – the majority of which in its Trust Department. He left First Tennessee as Senior Vice President and was the Trust Investment Manager for the West Tennessee, Nashville and Mid-Atlantic areas managing approximately $900 million in assets. James received his Bachelor of Arts in Philosophy from the University of Virginia. James is a CFA charter holder.

Christopher Prest
Christopher Prest
Co-Portfolio Manager

Christopher is co-portfolio manager for the GS Equity Income Strategy. In this role, he maintains the model portfolio as well as directs rebalancing and reconstitutions. Prior to becoming a portfolio manager, Christopher served as the Director of Trading and Rebalancing. Before joining Green Square, Christopher was a fixed income analyst at Morgan Keegan. He received his Bachelor of Administration from Southern Methodist University. Christopher holds a Series 65 license.

Darrell Horn
Darrell Horn
Founder and Senior Managing Director

With over 25 years of experience, Darrell serves in a strategic advisory role with GS Equity Income Strategy. Darrell is a member of the firm’s executive committee, investment committee and board of directors.  Prior to founding Green Square, he held positions at Goldman Sachs in the Fixed Income Currencies and Commodities division as well as the Private Client Services unit. Darrell also served as the Senior Vice President of SunTrust Bank and the Executive Vice President and head of Capital Markets and a member of the Executive Management Committee for First American Bank in Nashville, Tennessee. Darrell received his Bachelor of Science in Finance from Mississippi State University and a Master of Arts in Economics from Vanderbilt University. Darrell holds the Series 65 license.

Ryan Taylor
Ryan Taylor
Portfolio Analyst

Ryan leads Green Square’s financial modeling, manager searches, reporting, and coordination of outside manager due diligence. He joined Green Square in 2011 after working for LCG Associates in Atlanta, where he was an investment database analyst for a pool of over 80 institutional clients with assets over $54 billion. Ryan received his Bachelor of Arts in Economics from the University of Tennessee, with a minor in Business Administration.

Elizabeth Gordon
Elizabeth Gordon
Trader

Elizabeth assists the Green Square team in trading the GS Equity Income Fund. She also works alongside the fixed income and equity traders on rebalancing and trading client accounts. She first came to Green Square as an intern while attending Rhodes College. Prior to rejoining Green Square in 2012, she worked for SunTrust Robinson Humphrey as a Fixed Income Sales & Strategies Analyst in the Debt Capital Markets division. Elizabeth received her Bachelor of Business Administration, cum laude, from Rhodes College. She has passed the Series 7, 63, and 65 exams.

Richard Finch
Richard Finch
President, Chief Financial Officer, and Chief Compliance Officer

Richard manages the operations of Green Square, responsible for financial reporting, executing strategic initiatives, and creating, monitoring, and testing policies. He was also the CFO and CCO of Center Coast Capital Advisors in Houston, TX. He has overseen open-end mutual fund launches, Private Funds, and Fund of hedge Funds. Before joining Green Square & Center Coast in 2009, he was an executive vice president at the Spectra Group (real estate development) and he started his career at Ernst & Young in finance and accounting. Richard received his Bachelor of Arts from Rhodes College and his Master of Business Administration from the Owen School of Management at Vanderbilt University.

Morgan Sanders
Morgan Sanders
Operations and Compliance Manager

Morgan is responsible for ensuring a high-quality work product is delivered to our clients by providing support to the Investment Team as well as the Client Service Teams. She works with the teams to ensure all compliance requirements are being met and is responsible for identifying potential areas of compliance vulnerability and risk, and works to develop corrective actions for resolution of those issues. She assists the teams in a number of other operational areas. Prior to joining Green Square, she worked as Operations manager within the Portfolio Reporting department of Raymond James Financial. Morgan received a Bachelor of Business in Finance, with an emphasis in investment banking, from the University of Memphis and holds a Series 99 license.