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Above The Line Consulting
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Avatar of the user.
Avatar of the user.
Available for paid companies
Financial Advisor, Financial Planning Specialist @Morgan Stanley
・
2014 ~ Present
More than one year
Wealth Management
Wealth Management Services
Financial Analysis
Part-time / Interested in working remotely
10-15 years
University of Huelva
・
Spanish Studies
Avatar of Joseph Petry.
Avatar of Joseph Petry.
Joseph Petry
More than one year
planning, and project analysis to a diverse range of private sector companies. For instance, Dr. Joseph Petry assisted Prairie Plantation in the creation of a business plan and its application for state licensure and evaluated market potential for a solar startup. He also currently guides Betterman Digital Wealth, Inc., in rendering client financial services. Previously, Dr. Joseph Petry spent nearly two decades teaching economics and finance at a Big Ten University, from which he received his bachelor of science and doctor in philosophy in economics. As a professor there, he developed and taught
Leadership + Management
Financial Services
Financial Analysis
Full-time / Interested in working remotely
More than 15 years
Avatar of Andrew Costa.
Avatar of Andrew Costa.
Andrew Costa
President @Costa Capital
・
2006 ~ Present
Managing Director
More than one year
in the development of thousands of followers via 'The Global Wealth Show' and other mediums. He is a very opinionated financial professional, and seeks to provide others with the experience that has been the source of his success. Managing Director [email protected] Work Experience Global Wealth Management, Managing Director, Jan 2010 ~ Present Co-Founder of Global Wealth Management Costa Capital, President, Jan 2006 ~ Present Self-Employed wealth management expert Education Florida State University, Master of Science (MS), Bachelor of Science BS Finance General, 2000 ~ 2004 Skills Management Financial Planning Financial Services Retirement Planning Recent Blog
Confidence
Management
Community
Employed
・
Not open to opportunities
Full-time / Not interested in working remotely
10-15 years
Florida State University
・
Bachelor of Science BS Finance General
Avatar of Lou Mancusi.
Avatar of Lou Mancusi.
Lou Mancusi
Managing Director of Noyes Advisors @Noyes Advisors
・
2015 ~ Present
More than one year
private and public institutions — trust him to help achieve their goals of retirement planning, college planning, wealth transfer, and financial planning. Work Experience Managing Director - NovPresent Creates comprehensive wealth management solutions through the use of resources of Investment Management. Helping clients reach goals of retirement planning, college planning, wealth transfer, financial planning. Executive Director - SepNov 2015 Oppenheimer & Co. Inc. Senior Vice President - NovDec 2012 Wintrust Wealth Management. Wealth Management Lou Mancusi is a wealth advisor with 25+ years of experience in the financial services industry. He resides in Chicago, Illinois. Learn
Wealth Management
finance
Retirement Planning
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Loyola University of Chicago
・
Finance
Avatar of the user.
Avatar of the user.
Available for paid companies
President @MPAC Consulting Group
More than one year
Financial Planning
finance
Retirement Planning
Not open to opportunities
Full-time / Remote Only
More than 15 years
Southern Methodist University
・
Political Science and Government
Avatar of Joseph Bosso.
Avatar of Joseph Bosso.
Joseph Bosso
MBA Summer Intern – Business Analyst @SEI Wealth Platform
・
2015 ~ 2015
Consultant
More than one year
/josephbosso Education Georgia Institute of Technology, Master of Business Administration (MBA), IT, 2014 ~ 2016 Joseph Bosso attended Clemson University and the Georgia Institute of Technology Scheller School of Business. Clemson University, Bachelor of Science (BS), Financial Management, 2005 ~ 2008 Joseph Bosso holds a Bachelor’s degree in Financial Management in Clemson University. Work Experience Market Cube LLC, Project Manager Intern, Jun 2016 ~ Present Market Cube is an online sample and research operations company dedicated to helping our clients look good and maximize their ROI. SEI Wealth Platform, MBA Summer Intern – Business Analyst, Jun 2015 ~ Aug 2015
Microsoft Office
Data analysis
Digital Marketing
Full-time / Interested in working remotely
4-6 years
Georgia Institute of Technology
・
IT
Avatar of Shaun Greenwald.
Avatar of Shaun Greenwald.
Shaun Greenwald
CPA @CPA practice
・
2012 ~ Present
Accounting & Tax Staff
Within three months
of experience and a deep-seated commitment to client service, Shaun took the entrepreneurial leap, establishing his own CPA practice. Since its inception, Shaun's practice has been a stalwart provider of diverse services, catering to the needs of both small businesses and individual clients. His repertoire of services includes comprehensive offerings such as bookkeeping, accounting, tax consultation, and business services. Shaun's personalized approach and dedication to client satisfaction have positioned his practice as a trusted partner for those navigating the complexities of financial management. Legacy of Expertise and Client-Centric Services Shaun's professional
Accounting
Employed
・
Open to opportunities
Full-time / Interested in working remotely
10-15 years
Baruch College - CUNY
・
Taxation
Avatar of the user.
Avatar of the user.
Available for paid companies
Managing Partner @Above The Line Consulting
・
2001 ~ 2005
Chief of Staff
More than one year
Business Development
Sales
Marketing
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
University of Florida

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Avatar of James Walden.
James Walden
Partner and Chief Investment Officer @ Clayton Wealth Partners
Clayton Wealth Partners
・
2013 ~ Present
Lawrence, KS, USA
Professional Background
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Freelance
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The Johnson School at Cornell University
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Finance
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James Walden

Clayton Wealth Partners CIO, Partner

James "Jim" Walden joined Clayton Wealth Partners (based in Topeka and Lawrence, Kansas) in 2013. He is a partner, the chief investment officer, and member of the registered investment advisor's management team. As CIO, he is responsible for the firm's investment strategies and investment operations.

As part of that, he determines asset allocation and investment selection across client portfolios, as well as appropriate risk management.

In addition to his work helping lead Clayton Wealth Partners, James Walden serves as the elected president of the board at Just Food.

Mr. Walden graduated with high distinction from an undergraduate accounting program at Indiana University. After achieving his Bachelor of Science degree, Jim Walden continued his education, earning his Master of Business Administration degree with a concentration in investment management and research at The Johnson School at Cornell University. In addition to numerous on-campus activities, he was named a Park Leadership Fellow in recognition of academic excellence, community service, and leadership capabilities.

  Lawrence, KS, US 

        

Work Experience

January 2013 - Present

Partner and Chief Investment Officer

Clayton Wealth Partners

Education

Aug 2001 -  Jun 2003

MBA 

The Johnson School at Cornell University

Finance

Aug 1993 -  Jun 1997

BS

Indiana University

Accounting

Resume
Profile
Print

James Walden

Clayton Wealth Partners CIO, Partner

James "Jim" Walden joined Clayton Wealth Partners (based in Topeka and Lawrence, Kansas) in 2013. He is a partner, the chief investment officer, and member of the registered investment advisor's management team. As CIO, he is responsible for the firm's investment strategies and investment operations.

As part of that, he determines asset allocation and investment selection across client portfolios, as well as appropriate risk management.

In addition to his work helping lead Clayton Wealth Partners, James Walden serves as the elected president of the board at Just Food.

Mr. Walden graduated with high distinction from an undergraduate accounting program at Indiana University. After achieving his Bachelor of Science degree, Jim Walden continued his education, earning his Master of Business Administration degree with a concentration in investment management and research at The Johnson School at Cornell University. In addition to numerous on-campus activities, he was named a Park Leadership Fellow in recognition of academic excellence, community service, and leadership capabilities.

  Lawrence, KS, US 

        

Work Experience

January 2013 - Present

Partner and Chief Investment Officer

Clayton Wealth Partners

Education

Aug 2001 -  Jun 2003

MBA 

The Johnson School at Cornell University

Finance

Aug 1993 -  Jun 1997

BS

Indiana University

Accounting