James Waters Email & Phone Number
Portfolio Manager, Private Wealth Advisor @ Rockefeller Capital Management
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James Waters Location
- Charlotte, NC, US
James Waters Work
- 2024 -now Portfolio Manager, Private Wealth Advisor @
- 2020 -2024 Portfolio Manager, The Variant Path Group at Morgan Stanley @
- 2018 -2020 Chief Investment Officer @
- 2018 -2018 Global Alternative Investment Consultant @ Wells Fargo
- 2014 -2017 Investment Committee @ Nyes Ledge Capital Management, LLC
- 2011 -2014 Regional Sales Director @
- 2009 -2010 Corps Member @
James Waters Education
- UNC Kenan-Flagler Business School
Master of Business Administration - MBA
- Emory University
Bachelor of Arts (Economics)
- Belmont Hill School
James Waters Summary
- James Waters, based in Charlotte, NC, US, is currently a Portfolio Manager, Private Wealth Advisor at Rockefeller Capital Management. James Waters brings experience from previous roles at Morgan Stanley, GCG Wealth Management, Inc., Wells Fargo and Nyes Ledge Capital Management, LLC. James Waters holds a Master of Business Administration - MBA @ UNC Kenan-Flagler Business School. James Waters has 3 emails and 2 mobile phone numbers on RocketReach.
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James Waters
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Top Rockefeller Capital Management Employees
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