James J. Witterschein, CFA®
As a Senior Portfolio Manager, Jim manages portfolios for high-net-worth individuals and their families, trusts and non-profit organizations..
Jim joined People's United Wealth Management in 2012, with twenty-five years of experience managing portfolios for individuals, families, non-profit organizations and institutions. He began his career as a compliance examiner for the U.S. Securities and Exchange Commission. He also worked for Merrill Lynch Investment Managers, rising to the position of Senior Portfolio Manager, and for PNC Wealth Management as a Senior Portfolio Manager.
Chartered Financial Analyst® (CFA)
New York Society of Security Analysts
William Paterson College, bachelor’s degree in business administration, Magna Cum Laude
Fairleigh Dickinson University, MBA. in Finance, with honors