At SYM
As a Financial Analyst at SYM, James performs investment committee research at the direction of the CIO. He has a special knack for approaching problems in a methodical and diligent way, and brings this attribute to his work. The thing he loves most about his job is diving deep into financial data and research, knowing that it will ultimately help clients to lead more fulfilling and financially stable lives.
Credentials
Bachelor of Science in Economics – University of Pennsylvania, Wharton School of Business
James’ Words to Live By
“Well done is better than well said.”
– Benjamin Franklin
Personal Pursuits
SCUBA diving and fishing
As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Warsaw work for you call 800-888-7968 or email info@sym.com.
