Gregory James Email & Phone Number
Wealth Manager Principal @ Modera Wealth Management
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Gregory James Location
- Charlotte, NC, US
Gregory James Work
- Wealth Manager Principal @ (April 2023 - Present)
- Partner @ Parsec Financial (January 2001 - Present)
- Senior Advisor @ (January 1995 - January 2000)
- Advisor @ Interstate / Johnson Lane (January 1987 - January 1992)
Gregory James Education
- Penn State University
BS (Accounting)
1979-1983 - Penn State Smeal College of Business
Bachelor of Science - BS (Accounting)
1979-1983 - College for Financial Planning
CFP
Gregory James Skills
- Asset Managment
- Certified Financial Planner
- Corporate Board
- Investment Management
- Leadership
- Management
- Alternative Investments
- Asset Management
- Project Management
- Microsoft Excel
- Training
Gregory James Summary
- Gregory James, based in Charlotte, NC, US, is currently a Wealth Manager Principal at Modera Wealth Management. Gregory James brings experience from previous roles at Parsec Financial, Charles Schwab and Interstate / Johnson Lane. Gregory James holds a 1979 - 1983 BS in Accounting @ Penn State University. With a robust skill set that includes Asset Managment, Certified Financial Planner, Corporate Board, Investment Management, Leadership and more. Gregory James has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Modera Wealth Management Employees
Shelly Kapoor
Chief Operating Officer
Portland, OR, US
John Ceparano
Principal, Wealth Manager and Co-Director of Retirement Business Services
Florida, United States
Anna Lui
Director of Program Management, Principal
New York, NY, US
Jeff Brewer
Director of Advisor Growth and Development
Charlotte, NC, US
Corey Dodgson
Director of Human Resources
Charlotte, NC, US
Judson Meinhart
Director of Financial Planning | Wealth Manager | Principal
Winston-Salem, NC, US
Regan Fad
General Counsel at Modera Wealth Management
New York, NY, US
Betsy Cunagin
Partner
Asheville, NC, US
Joe McCuine
President
Northborough, MA, US
Kirsten Ly
Chief Marketing Officer, Principal
Washington, DC, US
Eric Richbourg
Director of Technology
Asheville, NC, US
Tom Orecchio
Chief Executive Officer
Westwood, NJ, US
Gaurav Mallik
Chief Investment Officer
Boston, MA, US
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