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.
Before founding Crimson Wealth, Mr. Hickey served as Chief Investment Strategist at Avantax, a wealth management platform with roughly $80 billion in assets and 3,000 advisors. Prior to this, Mr. Hickey served as Chief Investment Officer for a $500 million family office and as Vice President and Portfolio Manager for a $2 billion 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
Relationship Management
Ms. Girard oversees client relationship management. Prior to this, she served as Director of Development for Big Brothers Big Sisters Lone Star. Ms. Girard earned a B.S. from Texas Tech University.
Shay Girard
Relationship Management
Jordan Rohan
Strategic Advisor
Jordan Rohan
Strategic Advisor
Mr. Rohan brings over 30 years of finance and investing experience, including a 15+ year career as a leading Wall Street equity analyst. Prominent roles include serving as a Managing Director at the Wall Street firms Stifel and RBC. Mr. Rohan has developed a reputation as a thought leader on media, e-commerce, advertising technology, search, lead generation, and social media business models. He was personally involved with dozens of IPOs, including Facebook and Google.
Mr. Rohan has appeared frequently on CNBC, Bloomberg, and ABC News, and was cited broadly in the New York Times and Wall Street Journal. He won the WSJ’s Best on the Street award in both 2005 and 2007. He also worked in strategy and business development for the Walt Disney Company.
Mr. Rohan earned an M.B.A. from Stanford University and a B.S. from the University of Pennsylvania, Wharton School.
Richard Chang
Strategic Advisor
Mr. Chang brings over 30 years of experience as an investor, corporate executive, and family office professional across the U.S. and Asia. Direct investment experience spans venture capital, growth equity, buyouts, public markets, BDCs, and SPACs.
Prominent roles include Managing Director, Private Equity for the $22B Fung Group, where, among other responsibilities, he oversaw the private equity joint venture with AEA Investors. He also served as General Partner at the hedge fund Bowman Capital, where he led the venture capital group and Asia investing. He also has worked at Sony Pictures and the investment bank Lazard Freres.
Mr. Chang has an M.A. in Philosophy, Politics, and Economics from the University of Oxford and a B.S. from the University of Pennsylvania, Wharton School.
Richard Chang
Strategic Advisor