James is a Retirement Plan Analyst for RKL Wealth Management. He provides analysis for the investment team in the following areas: reporting and monitoring, investment research, portfolio management and trading.
Professional and Business History
James joined the firm in 2018, beginning his professional career with RKL Wealth Management.
Education
- B.B.A. Finance, Wilkes University
Personal
James resides in Lancaster, PA. In his free time, James enjoys playing golf, fishing and spending time with his friends and family.