Jim graduated from Swarthmore College with High Honors in History. He has been managing individual client portfolios since 1978. Jim worked for Shearson/American Express and for Merrill Lynch, where he was an Assistant Vice President in the Media office. He co-founded TGS Financial Advisors with David Burd in 1990.
He has been a Certified Financial Planner™ (CFP®) since 1982. He earned the Chartered Life Underwriter certification (CLU) at the American College in Bryn Mawr, PA in 1998, and the Chartered Financial Consultant (ChFC) designation in 1999. In August of 2001 he completed IMCA’s Certified Investment Strategist training at the Wharton School of Business at the University of Pennsylvania and received his Certified Investment Management Analyst (CIMA) designation. In 2006, Jim earned the Chartered Advisor for Senior Living (CASL designation. He is a member of the Financial Planning Association (FPA), the Society of Financial Services Professionals (SFSP), and the Investment Management Consultants Association (IMCA).
Jim specializes in money management for high net worth individuals, with special expertise in the areas of retirement transition and retirement cash flow planning. He developed the first version of our proprietary Dynamic Contrarian Portfolio Strategy™, an asset allocation strategy that is at the core of our investment process. As Chief Investment Strategist he is responsible for coordinating the firm’s investment research initiatives and for recommending changes to the firm’s Investment Committee.
He has served as a member of the Vestry, as Senior Warden and as Accounting Warden at Holy Trinity Episcopal Church in West Chester, PA.
Jim is married to Amy, formerly a chemistry teacher at the Westtown School. Amy received her Masters in Public Health degree from Johns Hopkins in 1998. They have two sons, Jack and Alec, and a daughter Katharine. From July 2007 to July 2008, the Hemphill family spent a year and a day traveling around the world. They visited five continents and twenty-five countries.