James Valmonte Location
Pasadena, CA, US
James Valmonte Work
- 2014 - now Vice President | Financial Advisor @ CAPTRUST
- 2006 - 2014 Portfolio Manager, Partner @ Independent Financial Advisors (merged with Beacon Pointe)
- 2006 - 2014 Managing Director, Partner @ Beacon Pointe
- 2002 - 2006 Advisory Specialist @ FocusPoint Private Capital Group
- 2002 - 2002 Internal Associate @ Franklin Templeton
- 1999 - 2002 Financial Advisor @ Morgan Stanley
James Valmonte Education
- University of Pittsburgh Katz Graduate School of Business, Center of Fiduciary Studies2008 - 2009
- University of California, Riverside1994 - 1998
James Valmonte Skills
- 401k
- Pensions
- Non-Qualified Deferred Compensation
- Asset Allocation
- Portfolio Management
- Investment Strategies
- Retirement
- Securities
- Wealth Management
- Investment Advisory
James Valmonte Summary
James Valmonte, based in Pasadena, CA, US, is currently a Vice President | Financial Advisor at CAPTRUST. James Valmonte brings experience from previous roles at Independent Financial Advisors (merged with Beacon Pointe), Beacon Pointe, American Funds and Franklin Templeton Investments. James Valmonte holds a 2008 - 2009 University of Pittsburgh Katz Graduate School of Business, Center of Fiduciary Studies. With a robust skill set that includes 401k, Pensions, Non-Qualified Deferred Compensation, Asset Allocation, Portfolio Management and more. James Valmonte has 2 emails and 3 mobile phone numbers on RocketReach.
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Others Named James Valmonte
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James Valmonte
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Top CAPTRUST Employees
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Fielding Miller
Chairman and CEO at CAPTRUST
Raleigh, NC, US24 -
Ben Goldstein
President at CAPTRUST
Raleigh, NC, US25+ -
Jon Meyer
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Raleigh, NC, US25+ -
Wat Keys
VP and Financial Advisor at CAPTRUST
Raleigh, NC, US23 -
Christina Markell-Balleza
Managing Director | General Counsel at CAPTRUST
San Antonio, TX, US25+ -
Jon Strickland
Senior Vice President at CAPTRUST
Raleigh, NC, US25+ -
Heather Darcy
Vice President | Financial Advisor at CAPTRUST
Raleigh, NC, US25+ -
John Martin
Senior Vice President, Financial Advisor at CAPTRUST
Raleigh, NC, US15+ -
Joshua Isley
Vice President | Financial Advisor at CAPTRUST
Raleigh, NC, US1 -
Miller
Chief Financial Officer at CAPTRUST
Fort Lauderdale, FL, US33 -
Michael Wunderli
Managing Director | Head of Mergers and Acquisitions at CAPTRUST
Redondo Beach, CA, US25+
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