James Rivers Email & Phone Number
President @ United Capital Financial Advisors, LLC
5 free lookup(s).
James Rivers Location
- Irvine, CA, US
James Rivers Work
- 2023 - now President @
- 2021 - 2023 Managing Director @
- 2014 - 2021 Senior Vice President and Region Head West Coast @
- 2013 - 2014 Region Head Partners Family Office @
- 2006 - 2013 Vice President Financial Counseling @
James Rivers Education
- Brooklyn Law School
JD ( Law)
2003 - 2006 - Fordham University
B.A. ( Economics)
1999 - 2003
James Rivers Skills
- Alternative Investments
- Asset Management
- Capital Markets
- Estate Planning
- Hedge Funds
- Investments
- Microsoft Office
- Mutual Funds
- Securities
- Series 7
- Strategic Financial Planning
- Wealth Management
- Asset Allocation
- Strategic Financial
James Rivers Summary
- James Rivers, based in Irvine, CA, US, is currently a President at United Capital Financial Advisors, LLC. James Rivers brings experience from previous roles at Goldman Sachs Personal Financial Management and Ayco, a Goldman Sachs Company. James Rivers holds a 2003 - 2006 JD in Law @ Brooklyn Law School. With a robust skill set that includes Alternative Investments, Asset Management, Capital Markets, Estate Planning, Hedge Funds and more. James Rivers has 1 emails and 2 mobile phone numbers on RocketReach.
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Top United Capital Financial Advisors, LLC Employees
Stephen Bauer
Managing Director - Head of Office
Spring, TX, US
Frank Salb
Chief Investment Officer
Kansas City, MO, US
Michael Deutsch
Managing Director - Memphis
Memphis, TN, US
Cliff Porter
Managing Director
Charlotte, NC, US
Derek McCauley
Vice President, Head of Integration and Programs
Newport Beach, CA, US
Marie Campion
Chief People Officer
Saint Paul, MN, US
Konrad Brown
VP- Wealth Advisor
Florida, United States
Michael Mader
Vice President, Wealth Advisor, HOO
Florida, United States
Sonja Larimore
Chief Compliance Officer
La Mesa, CA, US
Craig Jaffe
Managing Director
Boca Raton, FL, US
Catherine Humbert
Managing Director
Seattle, WA, US
Daphne Hu
Managing Director
North Wales, PA, US
Ted Baker
Managing Director
Moline, IL, US
Charlie York
Managing Director
Washington, DC, US
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