Profil
Mr. James M.
Beenders is a Partner, President & Chief Planning Officer at Tiller Private Wealth, Inc. He leads the team development for the firm's clients’ Financial Roadmaps in addition to working directly with our clients regarding implementation and monitoring of their wealth management strategies.
Mr. Beenders joined YoungsAG in early 2007 after an extensive institutional trading and financial planning career working for Bank of New York as an Institutional Portfolio Transitions Manager and as a NYSE Manager for Charles Schwab & Co.
He holds a BS (Finance) degree from Kutztown University, as well as a Certificate in Personal Financial Planning from Moravian College.
He holds the Accredited Wealth Management Advisor and an Accredited Asset Management Specialist designations from College for Financial Planning.
Postes actifs de Jim Beenders
| Sociétés | Poste | Début |
|---|---|---|
Tiller Private Wealth, Inc.
 Tiller Private Wealth, Inc. Investment ManagersFinance Tiller Private Wealth, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethlehem, Pennsylvania. The firm was founded by Webster “Webb” Youngs in 1996 as Youngs Advisory Group, Inc. Tiller Private Wealth provides investment advice to successful individuals, families, and business owners. | President | 01/01/2007 |
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Tiller Private Wealth, Inc.
Tiller Private Wealth, Inc. Investment ManagersFinance Tiller Private Wealth, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethlehem, Pennsylvania. The firm was founded by Webster “Webb” Youngs in 1996 as Youngs Advisory Group, Inc. Tiller Private Wealth provides investment advice to successful individuals, families, and business owners. | Finance |
