Jim Woods, Certified Financial Fiduciary CFF®

Partner/Senior Investment Advisor

Jennifer Greene

Chief Compliance Officer

Paul Guerra

Regional Managing Director

Bill Gunderson

Portfolio Manager- CIO of Gunderson Capital

Jim Woods, Certified Financial Fiduciary CFF®

Partner/Senior Investment Advisor

Jim joined Southport Capital in 2008 and serves as the Senior Portfolio Manager at Southport Capital. His primary focus is helping small to medium sized business more effectively manage their retirement benefit accounts.

Born and raised in Chattanooga, Tennessee, Jim came to Atlanta to attend the Georgia Institute of Technology, where he played varsity football for four years and graduated in 1977 with a Bachelor of Science in Industrial Management.

The first four years of his business career was spent in the insurance industry with Moye Financial Associates. He started his Wall Street career at Merrill Lynch in 1981. Jim has had an extensive career of money management at Bear Stearns, Shearson Lehman Brothers, and Robinson-Humphrey Co., with his last nineteen years being spent at Oppenheimer & Co. Inc. in Atlanta, Georgia, before joining Southport in 2008.

Jim and his wife Terri are now empty nesters in Marietta, Georgia, having successfully raised an attorney and two USMC officers.

Jennifer Greene

Chief Compliance Officer

Jennifer started her career in 2000 working at SunTrust Bank in Personal Trust, and then in Endowment and Foundation Trust Services. She joined Southport Capital in 2004 and began working in trading and operations. Jennifer later accepted the role of Chief Compliance Officer with oversight in the trading and operation management of the firm. As the firm’s Chief Compliance Officer, she ensures that all members of Southport Capital are complying with the regulatory requirements and ensuring they are following the company’s internal policies and procedures. In 2020, Jennifer was asked to serve on The Schwab Technology, Operations & Service Advisory Board. Jennifer has lived her entire life in North Georgia. She is married to her husband, Derrick, and is the mom to two adult boys and 3 grandchildren that call her “Lolly”. When she is away from work, she enjoys being with family and friends, cooking, and taking yearly beach trips.

Paul Guerra

Regional Managing Director

For over three decades Paul has helped clients address their financial concerns and develop strategies focusing on the specific needs, goals, and tolerance for risk of individuals, businesses, and organizations. With extensive experience throughout major shifts in the financial markets, Paul has dedicated his career to delivering the professional and personalized service necessary to successfully navigate the uncertainty of today’s financial markets.

Paul began his career in the financial services industry after serving as a US Army Special Forces (Green Beret) Detachment Commander. He has worked for various firms at various levels of responsibility. In 2002, he founded Brookshire Wealth Management based upon the belief that high quality, professional services could best be provided by an unbiased, independent advisory firm. The merger of Brookshire Wealth Management with Southport Capital in early 2021 allows for the continued growth in the level of care that can be provided to existing and future clients, backed by an enhanced level of support and depth of talent and experience in the industry. Paul now serves as a Managing Director for Southport Capital, with the responsibility of continuing to serve the needs of existing clients as well as coordinating and managing continued growth and expansion in the Midwest United States.

Paul is a graduate of the United States Military Academy at West Point. He has continued his educational pursuits, attending graduate school at Golden Gate University, the College for Financial Planning, and the Center for Fiduciary Studies. Paul has earned an MBA through Liberty University and is currently working toward a doctorate degree, researching various theories of behavioral economics. Paul is active in the support of numerous charitable services organizations and has served in an advisory capacity for several national and regional entities.

Paul has two daughters and lives with his wife in Canton Ohio

Contact Information:bill@
southportcapital.com

Bill Gunderson

Portfolio Manager- CIO of Gunderson Capital

Bill is the President of Gunderson Capital Management, headquartered in Mount Pleasant, SC. Gunderson Capital Management, manages over $100 million in portfolio assets for clients across the country.

“Before I buy a stock, I want to see three things,” Gunderson says. “Value, performance, and a healthy stock chart. We follow 5326+ stocks. And we only invest in a very small portion of them. That means we have a lot to choose from and we have a very high bar.”

Bill Gunderson is a frequent guest on national TV and talk radio shows, including Fox News, Fox Business, Bloomberg and others. Bill is also a regular contributor to Dow Jones MarketWatch, Seeking Alpha, TheStreet.com, TownHall.com and many other news sites. He has received journalism awards from The San Diego Press Club and The Society of Professional Journalism. Including three for Best Columnist of the Year. He also hosts a nationally syndicated radio program every market morning, called the Best Stocks Now! radio hour.