CARLTON HALL ASSET MANAGEMENT - Key Persons
Job Titles:
- Independent Investment Advisor
With twenty-three years of experience managing client portfolios with both Smith Barney and Morgan Stanley, Carlton formed CHAM in October of 2005. He was determined that it would be a counterpoint to the one-size-fits-all philosophy of larger firms.
Job Titles:
- Attorney, Hickmon & Perrin / Investment Advisor Representative
- Principal and Senior Partner of Hickmon & Perrin
Jim is the Principal and Senior Partner of Hickmon & Perrin, assisting clients with wealth transfer, estate planning, trust, tax, and probate law issues. He has been an Investment Advisor Representative with CHAM since the middle of 2017.