Board Member & Audit Committee

Bachelor of Science

Masters in Business Administration (MBA)

James Good - Financial Advisor in Tucson, AZ | WiserAdvisor.com

Attessa Capital was founded to provide institutional-class investment management services to our clients. Our goal is to maximize long-term, risk-adjusted returns and be a comprehensive source for clients investment management needs. Our philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients.

Attessa Capital

Mr. Berens is a Managing Director and Founding Partner at Attessa Capital.

Prior to founding the firm, he was the Director of Investment Research at an investment firm in Arizona with over $300 million in assets. In that role, he led a team of research analysts in evaluating global equity and fixed income securities. Prior to this, he was in Equity Research at JMP Securities (a San Francisco based investment bank). Before beginning his investment career, Mr. Berens was sponsored by Bridgestone as a professional golfer.

He currently serves on the board of directors as Board Chair for the El Rio Health Center and as a board member for Jewish Philanthropies of Southern Arizona (JPSA). Mr. Berens graduated from Emory University with an undergraduate degree in Mathematics and Economics and is a Chartered Financial Analyst charterholder (CFA). He holds the Arizona Community Foundations Endowment Building certificate and has been recognized with the Tucson 40 under 40 award.

Mr. Kornberg is a Managing Director and Founding Partner at Attessa Capital.

Prior to founding the firm, he was the Director of Alternative Investments at an investment firm in Arizona with over $300 million in assets. In that role, he led a team of research analysts in evaluating Private Equity, Private Debt, Commodity, and Real Estate opportunities. Prior to this, he worked in the New York City offices of PricewaterhouseCoopers (PwC) in their Assurance and Management Consulting practices. At PwC, Mr. Kornberg concentrated on serving the Banking and Financial Services industry.

He is a Certified Public Accountant (CPA), Chartered Financial Analyst charterholder (CFA), and currently serves on the board of directors for Archaeology Southwest. He graduated summa cum laude from the University of Arizona with a double major in Finance and Accounting.

Mr. Harrison is a Managing Director and Founding Partner at Attessa Capital.

Prior to founding the firm, he was Founder and Chief Investment Officer at Harrison Wealth Management. Prior to founding Harrison Wealth Management, he was Partner and Co-Chief Investment Officer at RMH Investment Management. Before relocating to Tucson, Mr. Harrison was a Vice President and Institutional Portfolio Manager at Northern Trust. In that role, he managed investments for various pension plans, foundations, endowments, and nonprofits. He began his investment career as an Analyst at Relational Investors (a San Diego based investment firm with over $12 billion under management). Mr. Harrison taught Applied Portfolio Management to graduate and under-graduate students at the University of Arizona and remains a frequent guest lecturer. He graduated summa cum laude from the University of Arizona with a major in finance. He is a Chartered Financial Analyst charterholder (CFA), a Certified Financial Planner (CFP), and serves in various leadership positions at several non-profit organizations, including the Community Foundation for Southern Arizona.

Paladin Research Report For:

James Good

Attessa Capital

About James Good

General Information

Compliance

Qualifications & Membership

Compensation and Fees

Education

Bachelor of Science - Finance

Masters in Business Administration (MBA) -

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