James (Jimmy) was born and raised in the South Hills of Pittsburgh, PA. He attended Seton Hill University where he earned his degree in Actuarial Science and minor in Computer Science while playing on the Men’s Lacrosse team. After graduation, he went to West Virginia University on a full academic scholarship and obtained a master’s degree in Statistics.
After spending nearly 7 years with roles in data analytics, accounting, and finance mostly at PNC, Jimmy was excited to make a career change leaving the corporate world to focus on personal wealth management.
How would you describe yourself in one sentence?
As someone who is always smiling and trying to make others laugh.
What is something most don’t know about you?
I have only ever had my hair cut by one person in my life. Having a mother that owns her own hair salon has had its perks.
What do you do in your free time?
With my free time, you can usually find me doing something active or exercising. Anything from taking my dog for a walk, to attempting to lower my golf score.
What are your wardrobe constants?
Outside of work, I will always be in some type of athletic wear.
What is something interesting someone has said about you?
In my previous job, they used to call me their Swiss army knife. I have a broad background and have many other odd hobbies/skills that have allowed me to work on a huge range of projects.
What are you proud of?
I’m proud of all I have accomplished both academically and professionally so far. I have had anything, but a conventional path to financial planning. However I couldn’t be more proud of my relentless pursuit of aligning myself with a career that I find both challenging and equally rewarding.
16 Personalities Profile: The Architect