James McGinness Email & Phone Number
Wealth Advisor @ STA Wealth Management
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James McGinness Location
- Houston, TX, US
James McGinness Work
- Wealth Advisor @ (November 2022 - Present)
- Managing Director @ (September 2018 - November 2022)
- Director @ Salient (February 2015 - August 2018)
- Investment Associate @ Salient (January 2011 - January 2015)
- Investment Intern @ RDG Capital (July 2010 - December 2010)
- Investment Intern @ Telemus Capital Partners (September 2009 - June 2010)
James McGinness Education
- University of Houston-Downtown
Business
2005-2010
James McGinness Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Bloomberg
- Cash Management
- Customer Service
- Due Diligence
- ETFs
- Equities
- Financial Analysis
- Financial Reporting
- Fixed Income
- Hedge Funds
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Morningstar
- Mutual Funds
- Options
- Outlook
- Portfolio Management
- PowerPoint
- Research
- Risk Management
- Securities
- Separately Managed Accounts
- Series 7
- Trading
- Valuation
- Wealth Management
- Wealth Management Services
- Social Media
- Project Management
- Separately Managed
- Strategic Planning
- Sales
- Public Speaking
James McGinness Summary
- James McGinness, based in Houston, TX, US, is currently a Wealth Advisor at Avidian Wealth Solutions. James McGinness brings experience from previous roles at Hightower Advisors, Salient and RDG Capital. James McGinness holds a 2005 - 2010 Business @ University of Houston-Downtown. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Cash Management and more. James McGinness has 2 emails and 2 mobile phone numbers on RocketReach.
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Top STA Wealth Management Employees
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