1_james

James Gallagher

Managing Director

Industry Experience

Business Services
Healthcare
General Industries

Licenses

Series 4
Series 7
Series 24
Series 53
Series 63
Series 66
Series 79

Education

University of Virginia
Masters of Business
Administration, 1978

University of North Carolina
 – Chapel Hill

Kenan Flagler Business School
Bachelor of Science, 1976

Phi Beta Kappa Society

Beta Gamma Sigma Society

Jim is a native of Charlotte and has lived in the southeast his entire life. He is married to Cambey and has two grown children and two grandchildren. He competes in senior golf events, is a big sports fan and enjoys giving back to his community through his involvement in several non-profit organizations.

 

 

James Gallagher

T:704.552.9212       icon-emailEmail 6000 Fairview Road, Suite 625,
Charlotte, North Carolina 28210
F:704.556.1780       icon-printDownload vCard

 


 

Mr. Gallagher has been a financial services executive throughout his career with significant leadership, management and production roles. Jim joined the Anderson LeNeave team in 2009 He advises clients on merger and acquisition transaction as well as capital formation, acquisition financing and recapitalization and growth strategy

Having worked with the owners of many middle market companies throughout his career, Jim understands the issues involved in developing a successful exit strategy for a business owner. In addition to maximizing valuation of the business, other key issues include developing management succession plans and estate and wealth management plans.

Experience Prior to Anderson LeNeave & Co.

  • Heritage Capital Group – Principal in merger and acquisition advisory group based in Jacksonville, Florida
  • Bank of America – Various leadership roles throughout a 25 year career, including Southeast Region President of Private Bank and Wealth Management Group.  Responsible for 500 associates in 35 offices, $450 million in revenue and  $30 billion in assets under management
  • Previous roles included investment banking, capital markets and fixed income sales and trading

Memberships & Organizations

  • Charlotte Family Housing – Board Vice Chairman & Volunteer
  • Crossroads Corporation – volunteer and tutor working with middle school students in economically challenged Grier Heights neighborhood