Contact Us  (423) 664-4508

Georgia Office

Atlanta, GA

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3621 Vinings Slope SE, Suite 4450
Atlanta GA 30339

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(404) 442-2124

Upcoming Workshops

Southport Capital offers two different workshops, Maximizing Social Security and Your Dream Retirement. Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!

Maximizing Social Security

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July 18, 2019
Atlanta, GA

Your Dream Retirement

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July 18, 2019
Atlanta, GA

Jim Woods

Partner & Senior Investment Manager
770-678-9375

Bio

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.

Bruce Goldstein

Investment Manager
770-988-7995

Bio

Bruce joined Southport Capital in 2018. He began his career as a CPA before joining PNC Financial Services Group and SunTrust Robinson Humphrey. He has a BS Degree in Accounting from The American University and an MBA Degree from the University of Kansas. He is passionate about all things financial and working with business and individual clients to reach their goals and doing the most with what they have.

Outside of work, Bruce enjoys time with his family, playing golf, and staying fit. He volunteers his time and resources, and has been on the board of a number of not-for-profits here in Atlanta and in Kansas City, where he is originally from.

Julie Jones

Business Development
770-693-0346

Bio

Julie is a Financial Planner and handles portfolio administration in the Atlanta branch of Southport Capital. She joined the firm in 2016, coming from Oppenheimer & Co where she was a Senior Client Services Associate for 5 years. She began her financial career in 1979 at Lehman Brothers Kuhn Loeb as a Registered Sales Assistant. Prior to joining Oppenheimer, she employed her knowledge and skill as a certified Consultant Group Analyst at Morgan Stanley Smith Barney, working with high net worth clients. A native Californian, Julie attended Grossmont College and San Diego State where she obtained her Associate’s degree in Radio and Television Production. After relocating to the Atlanta area, she continued her education at Kennesaw State University where she studied Secondary Math and Science Education. She holds her General Securities Representative License (Series 7), the Uniform Securities Agent State Exam (Series 63), Uniform Securities Agent State Law Exam (Series 66), Insurance/Annuity License and Variable Annuity Licenses. She is currently enrolled in a study program working toward a CFP designation. She’s been married 22 years and has 2 adult sons. She unwinds in the evenings and weekends by either riding motorcycles with her husband and friends or by creating whimsical, yet functional pottery that can be found in galleries in Georgia and Kentucky. She also is active in her church and church choir.

Iris Israel

Client Services
770-693-0160

Bio

lris has over 30 years of experience in the financial services industry. lris began her career with Dean Witter Reynolds in Tampa, Florida and then with Paine Webber in Mission Viejo, California where she worked with a top Municipal Bond trader. Most recently, she was a Senior Financial Associate at Oppenheimer & Co. in Atlanta, Georgia for 23 years. She has extensive Client Service relationship experience and the necessary skills for Compliance.

Iris is married to John Israel, and they have 2 grown sons with families in Utah and San Diego. lris studied Marine Science at Temple University and was planning for a career in that industry, but life took her in another direction. She is currently active in Equine and Canine Rescue with Save the Horses and Golden Rescue of Atlanta, she also enjoys cooking, dancing and the beach.

Ryan Arasi

Client Services
770-988-5081

Bio

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Terms of Service

These documents are for general information and educational purposes only, and must not be considered an investment or financial planning advice. Such advice must be tailored to your individual situation and objectives. Investors should consult all available information, including fund prospectuses, and investment legal and accounting professionals, before making any fund purchase or executing any investment or financial planning strategy. They must exercise their own independent judgment when making any investment decision.

All investments involve risk. There can be no guarantee that the strategies, tactics, and methods discussed here will be successful. Shares may be more or less valuable than purchase price at any time in the future. Any performance-related numbers referenced are not verified and are being used for informational purposes only.

Copyright © 2019 Southport Capital®