James C.

Associate Portfolio Manager at HoyleCohen Wealth Management

James C. has extensive experience in wealth management and finance, currently serving as Portfolio Manager and Research Analyst at HoyleCohen Wealth Management since September 2020. Previously, James held roles including Portfolio Administrator/Project Manager at Stellar Capital Management, LLC, and Associate Financial Advisor at Empirical Wealth Management. Additional experience includes positions as Project Manager at Stellar Capital Management, Finance Specialist and Broker at Charles Schwab, and internships at Miller/Russell & Associates and Pangea Wealth Management. James co-founded Vibrant Apparel, a clothing line, and worked as a Clerk for Attorney Andrew M. Hull, as well as serving as an Assistant Coach for the Sunshine Soccer League. Academic qualifications include a Master of Science in Business Analytics and a Bachelor of Science in Finance and Economics, both from Grand Canyon University.

Links

Previous companies

Charles Schwab logo

Org chart

This person is not in the org chart