James P. Alfieri, CFA®
As Chief Investment Officer, Jim oversees the investment process, manages client accounts and leads and serves on various investment committees.
Prior to joining People’s United Wealth Management in 2012, Jim served as Chief Investment Officer and a Private Client Services Relationship Officer at a predecessor of First Niagara Bank. Earlier, he was the Chief Investment Officer for Webster Bank’s trust department and a Portfolio Manager and Security Analyst at Fleet Investment Advisors, Wilmington Trust and boutique investment advisors. Jim has more than 35 years of investment experience.
- CFA Society of Hartford
- New Haven Symphony Orchestra Foundation, President
- New Haven Symphony Orchestra, Board Secretary
- Connecticut Estate & Tax Planning Council
University of Delaware, bachelor’s degree with honors in financial management and MBA