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..

Experience

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.

Professional Designations

Chartered Financial Analyst® (CFA)

Affiliations

New York Society of Security Analysts

Education

William Paterson College, bachelor’s degree in business administration, Magna Cum Laude

Fairleigh Dickinson University, MBA. in Finance, with honors

Contact Info

203-661-6389

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Disclaimer


Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate      • May Lose Value

*Investment products are offered through People's United Advisors, Inc., a registered investment advisor. People's United Advisors, Inc. is an indirectly held, wholly-owned subsidiary of People's United Bank, N.A.

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Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
  • May Lose Value

Investment and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal.

Business Continuity Plan | Commission & Fee Schedule | Margin Disclosure | Financial Statement | Cost Sharing Arrangements | Order Routing Disclosure | Day Trading Disclosure | BrokerCheck

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