Alden Investment Group proudly welcomes James Quillen, CERTIFIED FINANCIAL PLANNER™, as the newest member of its Private Client Group.
Doylestown, PA – With over 30 years of wealth management experience, James brings expertise and a commitment to delivering tailored financial solutions to high-net-worth individuals and families.
Having previously served as Division Investment Director at Truist Bank, James’ decision to join Alden stems from his desire to align with a large institution while maintaining full independence.
“At Alden, we’re thrilled to have Jim on board,” said Gregory Hansell, Co-CEO of Alden Investment Group. “His extensive experience and proven track record of providing exceptional service to clients make him a valuable addition to our team.”
James’ background showcases his dedication to personalized wealth management solutions. As part of his transition to the Alden team, he founded Basalt Capital Management, providing customized investment and financial planning strategies for affluent clients and their families.
“I’m excited to join Alden Investment Group and contribute to its mission of delivering comprehensive wealth management solutions,” said James. “Alden’s robust technology platform, combined with its strong operational and marketing support, will enable me to focus more on client needs and provide them with the highest level of service.”
James specializes in discretionary asset management and comprehensive financial planning, offering services such as estate planning, retirement analysis, asset allocation, business succession planning, equity compensation, education planning, and insurance analysis. His ability to cater to clients’ diverse needs and communicate effectively with individuals of varying levels of financial sophistication has earned him recognition as a trusted advisor.