James Perriello
Analyst-Equity at Wealthstream Advisors, Inc.
Profile
Mr. James Perriello is a Senior Analyst at Wealthstream Advisors, Inc. In his role, he is responsible for speaking with clients and creating personalized financial plans that address their primary needs and obstacles.
He is also a member of the investment, marketing, and financial planning committees at Wealthstream Advisors.
He is a graduate of Virginia Tech, where he majored in finance with a concentration in financial planning from the board-registered CFP certification education program.
James Perriello active positions
| Companies | Position | Start |
|---|---|---|
Wealthstream Advisors, Inc.
 Wealthstream Advisors, Inc. Investment ManagersFinance Wealthstream Advisors, Inc. (Wealthstream) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael E. Goodman in 2004. Wealthstream provides personalized financial planning and independent investment advice to individuals and high net worth clients. | Analyst-Equity | 2019-06-30 |
Training of James Perriello
| 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 |
|---|---|
Wealthstream Advisors, Inc.
Wealthstream Advisors, Inc. Investment ManagersFinance Wealthstream Advisors, Inc. (Wealthstream) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael E. Goodman in 2004. Wealthstream provides personalized financial planning and independent investment advice to individuals and high net worth clients. | Finance |
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