James P. Alfieri, CFA®

As Chief Investment Officer, Jim oversees the investment process, manages client accounts and leads and serves on various investment committees.

Experience

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.

Professional Designation

  • CFA Society of Hartford

Affiliations

  • New Haven Symphony Orchestra Foundation, President
  • New Haven Symphony Orchestra, Board Secretary
  • Connecticut Estate & Tax Planning Council

Education

University of Delaware, bachelor’s degree with honors in financial management and MBA

Contact Info

203.786.2619

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Related Information


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 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.

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