Meet Our Expert Wealth Management Team
James Hickey
Managing Director
James Hickey
Managing Director
James Hickey serves as the Managing Director of Crimson Wealth. In this role, he oversees client investment strategy, portfolio construction, insurance, and tax strategies.
Prior to this, Mr. Hickey served as a Managing Director at the boutique wealth management firm Spearhead Capital. In addition, Mr. Hickey served as Chief Investment Strategist at Avantax, a wealth management platform with roughly $80B in assets. Additionally, Mr. Hickey served as Chief Investment Officer for a $500M family office and as Vice President and Portfolio Manager for a $2B hedge fund.
Mr. Hickey has a B.A. with high honors from Harvard University and his M.B.A. with high honors from the University of Pennsylvania, Wharton School. Mr. Hickey also holds the Chartered Financial Analyst (CFA) designation.
Shay Girard
Client Relationship Management
Ms. Girard oversees client relationship management. Prior to this, she served as Regional Executive Director for Big Brothers Big Sisters Lone Star. She has also served Director of Development for the 501(c)(3) House of Shine. Ms. Girard has her BS from Texas Tech University.
Shay Girard
Relationship Management