Jim Gibson brings to us a 30-year track record as multibillion-dollar institutional money manager, analyst and client advisor. In 2019 Jim retired as Chief Investment Officer of Valley Forge Asset Management/ Sterling Advisors an investment subsidiary of Truist Financial Corp. a Fortune 500 bank. While at Valley Forge Asset Management Jim was responsible for the investment research, trading and portfolio management functions supervising a staff of 35 professionals.

Jim believes that the key to capturing the long-term benefits of investing in capital markets is to effectively manage risk. He prefers to strike a balance around achieving investment goals and minimizing risk.

Jim received a degree in finance from the University of Windsor, Canada and degree in Economics from Western University in Canada. He passed the Financial Industry Regulatory Authority exams and has held licenses for Series 7, 4 and 24.

Jim has been interviewed and quoted in the Wall Street Journal and Barrons.