James Perriello
Analyst-Equity bei 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.
Aktive Positionen von James Perriello
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ausbildung von James Perriello
| Virginia Polytechnic Institute & State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
