Social Security Live Workshop

James has been in the financial industry for over 20 years. He has spent the last 15 years focusing on the institutional side of the investment business. His dealings with a wide variety of investment managers, from multibillion-dollar firms to small one-man operations, has exposed James to a wide variety of investment products and offerings.

Prior to his institutional experience, James held a seat on the Philadelphia Stock Exchange for seven years, where he was an independent option trading specialist in multiple equity products, as well as equity index products.