James Mchugh's Location
Cincinnati, OH, US
James Mchugh's Work
- Wealth Management Advisor @ Fifth Third Private Bank
- CERTIFIED FINANCIAL PLANNER™ @ Hornor, Townsend & Kent
- Private Wealth Management @ JPMorgan Chase & Co.
- Analyst and Officer @ Fifth Third Bancorp
- Financial Specialist @ Wachovia - First Union
- Capital Markets Credit @ Salomon Smith Barney
James Mchugh's Education
- Dartmouth College
B.A.
1997 - 2001 - University of Cincinnati
Master’s Degree (Taxation, 3.9 GPA)
2015 - 2017
James Mchugh's Skills
- Investments
- Estate Planning
- Financial Services
- Retirement
- Health Insurance
- Insurance
- Series 63
- Life Insurance
- Disability Insurance
- Wealth Management Services
James Mchugh's Summary
James McHugh, based in Cincinnati, OH, US, is currently a Wealth Management Advisor at Fifth Third Private Bank, bringing experience from previous roles at Hornor Townsend & Kent, JPMorgan Chase, Fifth Third Bancorp and Wachovia - First Union. James McHugh holds a 1997 - 2001 B.A. @ Dartmouth College. With a robust skill set that includes Investments, Estate Planning, Financial Services, Retirement, Health Insurance and more, James McHugh contributes valuable insights to the industry. James McHugh has 5 emails and 2 mobile phone numbers on RocketReach.
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