Perfil
Mr. James R.
Reynolds, CFA, is a Manager of Financial Planning & Portfolio Manager at Hartford Financial Management, Inc. He joined HFM in 2019 with over a decade of investment and wealth management experience.
He brings both a broad and deep knowledge base across many financial planning disciplines.
In addition to managing client portfolios, he has planned for and implemented estate plans, retirement plans, and business succession plans across a diverse group of clients.
Mr. Reynolds spent the previous seven years at a boutique wealth management firm in southern Connecticut as a portfolio manager and financial planner.
Prior experience includes a portfolio management and planning position at Ameriprise Financial Inc., and work as an analyst, trader, and portfolio manager at First New York Securities LLC.
He received his BS degree from Manhattan College.
He holds the designations of Chartered Financial Analyst and Certified Financial Planner.
Cargos activos de James Ryan Reynolds
| Empresas | Cargo | Inicio |
|---|---|---|
Hartford Financial Management, Inc.
Hartford Financial Management, Inc. Investment ManagersFinance HFM works closely with the clients or their authorized representatives to structure and develop investment programs that are individually suited to the client’s stated investment goals and risk preferences. | Gestor de Cartera-Acciones | 01/01/2019 |
Formación de James Ryan Reynolds.
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| Empresas privadas | 2 |
|---|---|
Hartford Financial Management, Inc.
Hartford Financial Management, Inc. Investment ManagersFinance HFM works closely with the clients or their authorized representatives to structure and develop investment programs that are individually suited to the client’s stated investment goals and risk preferences. | Finance |
Manhattan College
Manhattan College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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