Profile
Mr. James Herr, CFA, is a Director of Portfolio Management at CI RGT Private Wealth LLC.
He is a member of the Research and Investment Management Team.
He previously served as Senior Operations Specialist.
Prior to joining the firm, he worked as a client service associate for Excellence in Giving, a philanthropic advisory firm in Colorado Springs.
He also served as a financial analyst for Alpha Strategies in Herndon, VA.
He received his Bachelor of Science in Finance and Business Management from Virginia Tech University.
He holds the Chartered Financial Analyst designation.
James Herr active positions
| Companies | Position | Start |
|---|---|---|
CI RGT Private Wealth LLC
 CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth LLC is a wealth management firm headquartered in Dallas, Texas. The firm was founded by Mark Griege in 1985 and formerly known as RGT Capital Management Ltd. and as RGT Wealth Advisors LLC. In 2020, RGT partnered with CI Financial Corp. (TSE: CIX) to become a partner firm of CI Private Wealth and subsequently changed the firm’s name to CI RGT Private Wealth LLC. CI RGT Private Wealth provides investment advice and financial planning to individual clients and families. | Analyst-Equity | 2012-11-30 |
Training of James Herr
| Virginia Polytechnic Institute & State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
CI RGT Private Wealth LLC
CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth LLC is a wealth management firm headquartered in Dallas, Texas. The firm was founded by Mark Griege in 1985 and formerly known as RGT Capital Management Ltd. and as RGT Wealth Advisors LLC. In 2020, RGT partnered with CI Financial Corp. (TSE: CIX) to become a partner firm of CI Private Wealth and subsequently changed the firm’s name to CI RGT Private Wealth LLC. CI RGT Private Wealth provides investment advice and financial planning to individual clients and families. | Finance |
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