When investments are optimized, fear is reduced. For over 20 years James Duronio has worked to reduce fear and uncertainty, and to empower people to know more about their money. When he’s not working, James can be found spending time with his family (including triplets!) and reminiscing about the Wailua River’s Fern Grotto on Kauai.
Career notes, accolades and accreditations:
-Holds a BS in Economics and a minor in Finance from Oakland University and a MS in Finance with distinction from Walsh College
-Holds a Certified Investment Management Analyst (CIMA®) designation through Investments and Wealth Institute and the Wharton School of the University of Pennsylvania
-Holds a Chartered Alternative Investment Analyst (CAIA) designation through the Alternative Investment Management Association
-Holds a Accredited Investment Fiduciary Analyst (AIFA®) designation
-Previously Corporate Trust Analyst at Manufacturers Bank (now Comerica).
-Previously Trust Officer and Client Services Portfolio Manager for First of America Investment Corporation (now PNC Bank)
-Previously managed the investment research team for Plante Moran Financial Advisors
-Previously Vice President and Global Investment Specialist in J.P. Morgan’s Private Bank, serving the Michigan market