James V. Paldino II, CFA®

Portfolio Manager

Washington & Lee University
BA, Mathematics & Economics
University of Chicago Booth School of Business

As a portfolio manager in our Chicago office, Jamie’s primary responsibility is working with clients to help them achieve their investment goals through comprehensive wealth planning and investment management.

Previously, Jamie was an actuarial specialist at Cigna. Earlier, he worked at M&T Bank as a risk manager. James has achieved the designation of Chartered Financial Analyst®.