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James Herr, CFA has an extensive work experience spanning over several years and positions in the finance industry. James started their career at Alpha Strategies Corporation in 2007 as a Financial Analyst. In 2010, they joined Excellence In Giving, LLC as a Client Service Associate. Afterwards, they served as a Senior Operations Specialist at RGT Wealth Advisors from 2012 to 2016. From there, they moved on to Corient, where they held various roles including Investment Analyst, Senior Portfolio Manager, Director of Portfolio Management, and currently, Director of Portfolio Construction. Throughout their career, James has demonstrated a strong commitment to providing outstanding client service and managing wealth with integrity and excellence.

James Herr, CFA completed their Bachelor of Science degree in Finance and Management from Virginia Tech, where they attended from 2007 to 2010. James also obtained their CFA certification from the CFA Institute in September 2018.