James Mans - Private Wealth Advisor

Services Offered

• Wealth management
• Investment management
• Financial planning

About

James Mans is a Private Wealth Advisor based in New York, New York, with BMO Wealth Management. He specializes in providing comprehensive wealth management services to private equity professionals and executives at their portfolio companies. With 8 years of experience in advising wealthy families, James focuses on simplifying and strengthening their financial lives. His background includes leadership roles at SVB Private and Merrill Lynch, where he developed a strong expertise in managing significant investment portfolios.

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