James. R Smith Advisory Board Member Mr. Smith is a member of InCap Group's Advisory Committee. Mr. Smith is a financial executive who has held senior level positions with PNC Bank, N.A., Fairfield Group, Inc. and most recently as an owner and managing director of PrimeSolutions Financial Services Corporation and as owner and president of PriSol Securities, Inc. Mr. Smith's experience spans more than 30 years with specific accomplishments in developing solutions for product distribution, asset aollcation and business retention and sales/marketing effectiveness. Mr. Smith's specific areas of expertise are trust administration, mutual fund programs, and sales and marketing of financial products and services. Mr. Smith holds his Securities General Principal License, is a Certified Financial Planner and received his trust graduate certifications from Bucknell and Northwestern Universities. He also holds his Series 24 and Series 63 licenses. |