- Asset building, syndicate, retirement analysis and generational wealth transfer
- Wealth management and portfolio strategies for high-net-worth individuals, family offices, institutions
- Corporate retirement plan management
- Fluent in Greek
- B. Riley Wealth Management, since 2011
- 38 years in industry
- Certified 401k Professional - TRAU & UCLA Anderson School of Management, Credential ID C(k)P®
James joined B. Riley Wealth Management in 2011 with nearly three decades of industry experience. He has spent his career advising high-net-worth individuals, family offices, institutions and corporate retirement plan sponsors in meeting their obligations and achieving their objectives. His focus as a strong gatekeeper to global resources is to structure customized solutions that focus on the unique needs of each client. This includes asset building, syndicate, retirement analysis and generational wealth transfer.