Jim Davis
Jim is a managing director and co-head of Workplace Advisory Institutional Distribution for Goldman Sachs Ayco within Asset & Wealth Management. The team provides financial counseling solutions to organizations for their executives and support in designing programs that assist with attracting, retaining and motivating talent.
From 2007 to 2019, Jim led the Bank Channel distribution effort as part of the Americas Client Business in Goldman Sachs Asset Management. Before that, he was responsible for managing relationships with the firm’s financial intermediary clients across the Trust, Capital Markets and Retirement businesses in the southeastern region of the United States. Jim joined Goldman Sachs in 1990 as a marketing analyst serving institutional clients in various marketing and sales capacities. He was named managing director in 2008.
Jim earned a BA in International Business from the University of Georgia and an MBA in Finance from Northwestern University. He is a graduate of the ABA National Trust School and became a CFA charterholder in 2004. Jim also earned the Certified Financial Planner designation in 2019.