Jim’s role as a Managing Director with Alden Investment Group – Private Client division is just one aspect of his wealth management career.
With over 30 years of experience, he has led highly skilled investment managers, financial planners, and fiduciary professionals, developing customized investment and financial planning solutions for high-net-worth clients. Jim’s extensive experience led him to found Basalt Capital Management, a company dedicated to providing comprehensive wealth management solutions to affluent clients and their families.
In addition to his experience with Alden’s Private Client Group, Jim’s prior experience included leading a regional team of investment professionals as Division Investment Director with Truist Wealth, Regional Director of Portfolio Management for BB&T Wealth, Regional Wealth Management Executive for Susquehanna Trust & Investment Company, and holding various managing director roles for several community banks and held the title Senior Financial Planner for the Vanguard Group. Over the last 20+ years managing discretionary assets for clients – Jim has cultivated and built long-lasting client relationships as a trusted advisor.
Education
Pennsylvania State University, B.S.
CERTIFIED FINANCIAL PLANNERTM
Series: 65