James McGinness Email & Phone Number
Wealth Advisor @ STA Wealth Management
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James McGinness Location
- Houston, TX, US
James McGinness Work
- 2022 -now Wealth Advisor @
- 2018 -2022 Managing Director @
- 2015 -2018 Director @ Salient
- 2011 -2015 Investment Associate @ Salient
- 2010 -2010 Investment Intern @ RDG Capital
- 2009 -2010 Investment Intern @ Telemus Capital Partners
James McGinness Education
- University of Houston-Downtown
Business
2005-2010
James McGinness Skills
- Alternative Investments
- Leadership
- Cash Management
- PowerPoint
- Social Media
- Fixed Income
- Valuation
- Wealth Management Services
- Portfolio Management
- Investments
- Bloomberg
- Asset Allocation
- Morningstar
- Wealth Management
- Equities
- Mutual Funds
- Outlook
- Microsoft Office
- Microsoft Word
- Investment Strategies
- Microsoft Excel
- Asset Management
- Separately Managed Accounts
- Risk Management
- Customer Service
- Financial Analysis
- Financial Reporting
- Project Management
- ETFs
- Due Diligence
- Trading
- Research
- Separately Managed
- Options
- Series 7
- Securities
- Hedge Funds
- Investment Management
- 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, Leadership, Cash Management, PowerPoint, Social Media and more. James McGinness has 2 emails and 2 mobile phone numbers on RocketReach.
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