James Adams Email & Phone Number
Chief Investment Officer @ Lighthouse Wealth Management
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James Adams Location
- Camp Hill, PA, US
James Adams Work
- Chief Investment Officer @ (September 2022 - Present)
- Private Wealth Advisor @ BSSF Wealth (November 2020 - August 2022)
- Vice President @ (June 2016 - November 2020)
- Senior Investment Analyst @ (March 2012 - June 2016)
- Senior Investment Analyst @ Private Trust Co. (March 2012 - June 2016)
- Author, Waffle Street @ (February 2009 - February 2012)
- Senior Analyst @ Sageworks, Inc. (March 2011 - June 2011)
James Adams Skills
- Financial Modeling
- Portfolio Management
- Fixed Income
- Bloomberg
- Investments
- Financial Analysis
- Asset Managment
- Valuation
- Corporate Finance
- Derivatives
- Hedge Funds
- Due Diligence
- Investment Management
- Credit Analysis
- Risk Management
- Finance
- Mutual Funds
- Morningstar Direct
- Economics
- Asset Management
- Financial Markets
- Analysis
- Capital Markets
James Adams Summary
- James Adams, based in Camp Hill, PA, US, is currently a Chief Investment Officer at LIGHTHOUSE WEALTH MANAGEMENT. James Adams brings experience from previous roles at BSSF Wealth, Mighty Oak Strong America Investment Company (MOSAIC), Sageworth and Private Trust Co.. With a robust skill set that includes Financial Modeling, Portfolio Management, Fixed Income, Bloomberg, Investments and more. James Adams has 2 emails and 2 mobile phone numbers on RocketReach.
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