James Spinelli Email & Phone Number
CEO + Founder @ Great Valley Advisor Group
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James Spinelli Location
- Berwyn, PA, US
James Spinelli Work
- 2024 - now CEO + Founder @
- 2014 - 2024 COO + Founder @
- 2019 - now Partner @
- 2016 - 2025 Founder @
- 2018 - 2020 Founding Partner, Operations @
- 2012 - 2013 Senior Financial and Information Systems Analyst @
- 2010 - 2012 Financial and Information Systems Analyst @
James Spinelli Education
- Indiana University - Kelley School of Business
Master of Science in Finance (MSF) (Finance)
2016 - 2018 - Penn State University
Master of Science in Information Science (MSIS) (Information Science/Studies)
2009 - 2012 - Penn State University 2004 - 2008
- Malvern Preparatory School 2000 - 2004
James Spinelli Skills
- Leadership
- Management
- New Business Development
- Financial Modeling
- Investments
- Transition Planning
- Integration
- Microsoft SQL Server
- Data Migration
- Process Improvement
- SEO
- Google Analytics
James Spinelli Summary
- James Spinelli, based in Berwyn, PA, US, is currently a CEO + Founder at Great Valley Advisor Group. James Spinelli brings experience from previous roles at Great Valley Advisor Group, Stonebridge Wealth Management, AdvisorBOB and Birch Benefits. James Spinelli holds a 2016 - 2018 Master of Science in Finance (MSF) in Finance @ Indiana University - Kelley School of Business. With a robust skill set that includes Leadership, Management, New Business Development, Financial Modeling, Investments and more. James Spinelli has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Great Valley Advisor Group Employees
James Spinelli
CEO + Founder
Berwyn, PA, US
Nicholas Murphy
Manager, Advisor Technology
West Chester, PA, US
Drew Nemeth
Supervisory Principal
Philadelphia, PA, US
Eric Hough
Director of Asset Management
Philadelphia, PA, US
Michelle Duff
Director of Operations and Transitions
Brockton, MA, US
Cheryl Derosa
Chief Compliance Officer
Wilmington, DE, US
Kevin Rafferty
Specialist, GVA Insurance Brokers
Berwyn, PA, US
Evan Coffey
Investment Analyst, Asset Management Team
Exton, PA, US
Tess Vaughan
Operations Administrative Assistant
Boca Raton, FL, US
Eric Parnell
Chief Market Strategist
Berwyn, PA, US
Robert McLaughlin
Associate, Business Strategy
Berwyn, PA, US
Michael Seibert
Retirement Specialist
Allentown, PA, US
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