James Tarkenton is the Senior Portfolio Manager for Townsend Asset Management Corp.

James has been evaluating investment opportunities since 1998.  As a generalist analyst and portfolio manager, he has researched multiple asset classes and capital markets.  He is a Chartered Financial Analyst® charterholder and a member of the CFA® Institute.

James graduated with a degree in Finance from Virginia Commonwealth University, where he was also a catcher on their Division I baseball team. He holds a Master of Business Administration degree with honors from the Kenan-Flagler Business School at The University of North Carolina at Chapel Hill.  Prior to joining Townsend in October of 2018, James was a Managing Director at a $6 billion asset management firm in California. In evaluating investments’ sustainability, risks and financial strength, James facilitates the optimization of client portfolio construction for both returns and risk.

James has been quoted in Barron’s and Bloomberg News multiple times discussing stocks and investing.  He has participated in multiple investment panels as well as made solo presentations discussing the investment environment and individual securities.

Bonnie Mole is Client Service and Communications Manager at Townsend Asset Management Corp. 

Having returned from living and working overseas, Bonnie is a North Carolina native and graduate from UNC-Chapel Hill. She also earned a Master of Arts in English Language at the National University of Singapore and taught English as a Second Language for a number of years in Singapore, Vietnam, South Korea and most recently at Wake Technical Community College here in Raleigh, NC. She has a strong commitment to customer service and is attentive to detail. Bonnie is also a creative writer and communicator, and has been instrumental in our transition to enhanced systems and processes at the firm. 

Click here to read Bonnie's articles.

Katrina L. Townsend has served as the firm's Business Manager and Office Administrator since its inception.

Katrina holds a degree in Social Work from East Carolina University. She had previous experience as a Housing Counselor with the Housing Authority of the City of Raleigh.

Her commitment to service as well as her unique ability to care for others ensures that customer service is always first. She is valued by staff and clients for the personal attention that she gives to all matters.

Arne Morris is a Wealth Advisor at Townsend Asset Management Corp.

Arne, a Certified Public Accountant and Personal Financial Specialist, has a stellar track record of 28 years in Public Accounting and Wealth Management, with the last 15 years as Director of Wealth Management Services at RSM (McGladrey) Wealth Management, LLC.  Committed to public service, Arne serves on several local boards including Wake Technical Community College Foundation, Raleigh Housing Authority, and Garner Athletic Association.

Arne’s approach is to deliver holistic financial planning services to clients that integrate their investments, risk management needs, tax planning, cash flow planning and estate planning.  He measures his success by his clients’ ability to live comfortable, fully and purposefully.