James Perriello
Analyst-Equity chez Wealthstream Advisors, Inc.
Profil
Mr. James Perriello is a Senior Analyst at Wealthstream Advisors, Inc. In his role, he is responsible for speaking with clients and creating personalized financial plans that address their primary needs and obstacles.
He is also a member of the investment, marketing, and financial planning committees at Wealthstream Advisors.
He is a graduate of Virginia Tech, where he majored in finance with a concentration in financial planning from the board-registered CFP certification education program.
Postes actifs de James Perriello
| Sociétés | Poste | Début |
|---|---|---|
Wealthstream Advisors, Inc.
 Wealthstream Advisors, Inc. Investment ManagersFinance Wealthstream Advisors, Inc. (Wealthstream) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael E. Goodman in 2004. Wealthstream provides personalized financial planning and independent investment advice to individuals and high net worth clients. | Analyst-Equity | 01/07/2019 |
Formation de James Perriello
| Virginia Polytechnic Institute & State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Wealthstream Advisors, Inc.
Wealthstream Advisors, Inc. Investment ManagersFinance Wealthstream Advisors, Inc. (Wealthstream) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael E. Goodman in 2004. Wealthstream provides personalized financial planning and independent investment advice to individuals and high net worth clients. | Finance |
