James Ryan Reynolds
Portefeuillebeheerder-Aandelen bij Hartford Financial Management, Inc.
Profiel
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.
Actieve functies van James Ryan Reynolds
| Bedrijven | Functie | Begin |
|---|---|---|
Hartford Financial Management, Inc.
 Hartford Financial Management, Inc. Investment ManagersFinance Hartford Financial Management, Inc. (HFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Hartford, Connecticut. The firm was founded by R. Dario Quiros in 1989. HFM provides investment advice to “family” or individual clients, pension / profit sharing plan, family businesses, foundations or endowments and institutional clients. | Portefeuillebeheerder-Aandelen | 01-01-2019 |
Opleiding van James Ryan Reynolds
| Manhattan College | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Hartford Financial Management, Inc.
Hartford Financial Management, Inc. Investment ManagersFinance Hartford Financial Management, Inc. (HFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Hartford, Connecticut. The firm was founded by R. Dario Quiros in 1989. HFM provides investment advice to “family” or individual clients, pension / profit sharing plan, family businesses, foundations or endowments and institutional clients. | Finance |
