Junior Investment Analyst
James is a Junior Investment Analyst at AJ Wealth. In this role he assists the CIO and Portfolio Managers in asset allocation decisions, investment due diligence and selection, and providing customized investment advice to the firm’s clients. He is also responsible for trading client accounts, maintaining the firm’s portfolio management software, and performance reporting. Prior to joining the firm, James worked as a Portfolio Administrator at Penobscot Financial Advisors. His responsibilities included conducting portfolio analysis and reporting, managing the firm’s portfolio management software, and trading client accounts.
James graduated from Loyola University Maryland with a B.B.A in Finance and currently holds the FINRA Series 65 registration.