James R. Reynolds, CFA, CFP®

Manager, Financial Planning & Portfolio Manager

Arriving at HFM in 2019 with over a decade of investment and wealth management experience, James holds the designations of Chartered Financial Analyst and Certified Financial Planner.  James 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.

James 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.

Education:  B.S., Finance, Manhattan College.