Jim Gaunt

SR. PORTFOLIO MANAGER

Jim is a Senior Portfolio Manager with 25 years of experience in financial services. He joined Formidable in 2017 and manages asset portfolios for individuals, charities, and businesses.

Jim’s practice is to build and enhance accumulating assets, and to preserve and aid in the tax efficient transfer of multi-generational wealth. His career experience and specialized training allows him to work closely with clients, their attorneys, and tax advisors to understand their financial aspirations and expectations.

Jim is an Accredited Asset Management Specialist® and a Chartered Wealth Adviser®, both designations which require advanced coursework in finance and adherence to a professional code of ethics. Jim has served on the board of private family foundations, the Northern Kentucky University’s Haile/US Bank College of Business Advisory Board, St. Rita School for the Deaf, Hamilton County MRDD, as treasurer of the Evendale Business Association, and the Mount Lookout Community Council.

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