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 Robert E. James, II is a lawyer, banker, developer, consultant and native of Savannah, Georgia, expert in the areas of community development finance, public finance, real estate development, and supplier diversity. Robert serves Carver State Bank as its Director of Strategic Initiatives and a member of its board of directors. In these capacities, Robert is responsible for strategic planning for the bank, as well as its community development finance efforts. Since accepting these responsibilities in 2001, he has helped Carver raise over $6 million in community development awards to the institution, helped the bank earn over $1 million for its participation in New Markets Tax Credit transactions, and led the bank to its $30 million allocation of New Markets Tax Credits, awarded for the 2017 round. This award was the first such allocation ever awarded to a Georgia minority bank and the first ever awarded to a Georgia entity outside of Atlanta. He is currently leading the implementation of the bank’s new three-year strategic plan, leads the bank’s government guaranteed lending business, and has primary responsibility for placement and management of Carver’s NMTC allocation as President of Carver Development CDE, LLC.
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Kimberly Jones is an Investor Relations Manager with Self-Help FCU, where she helps investors align their banking with their mission and values. Kimberly has a BA in Political Science from the University of Minnesota-Morris and an MA in Arts Management from Columbia College Chicago.
Pam Porter is a member of Social Venture Circle, and a national expert on impact investing and Community Development Financial Institutions (CDFIs). As Managing Partner of Stepping Stone Partners, and a former executive of Opportunity Finance Network, Pam has worked with foundations, banks, and other investors to deploy over $700 million of impact investments.
