James Whitt is a financial advisor with First Citizens Asset Management, Inc., holding a Series 66 designation and 13 years of industry experience. He previously worked at South Carolina Federal Credit Union and Sorrento Pacific Financial, LLC. Whitt is based in Summerville, SC. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages global, multi-asset model portfolios through a multi-team platform of 33 advisors, using a combination of quantitative and qualitative criteria with discretionary management and dynamic asset allocation.

David Lobeck is a financial advisor at First Citizens Asset Management, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Fifth Third Bank and Stancorp Investment Advisers, Inc., before joining First Citizens Asset Management. He is based in Summerville, SC. First Citizens Asset Management provides model-based sub-advisory services and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm offers multi-asset class portfolios that combine fundamental, quantitative, and technical analysis with discretionary management focused on strategic asset allocation and risk control.