James Bitonte
Partner @Transcend Capital Advisors
Columbus, OH, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jan 2025 — Present
Partner @Transcend Capital Advisors
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Naples, FL, US
EDUCATION
1991 — 1993
University of Kentucky
Biology and Economics
1993 — 1996
The Ohio State University
Bachelor of Science in Family Financial Management, Financial Management
SKILLS
SecuritiesEstate PlanningBondsStrategic Financial PlanningHigh Net Worth IndividualsFinanceInvestment AdvisoryWealthAsset ManagementSeries 63Financial AnalysisAsset ManagmentRetirement PlanningHedge FundsInvestment StrategiesAlternative InvestmentsEquitiesCreditInvestmentsFixed IncomeCredit AnalysisCommercial LendingWealth ManagementFinancial PlanningSeries 7Commercial BankingInvestment ManagementFixed AnnuitiesPrivate BankingRelationship ManagementFinancial AdvisoryFinancial ServicesAsset AllocationBankingMutual FundsRisk ManagementPortfolio ManagementLoansFinancial MarketsTrading
ABOUT JAMES BITONTE
Throughout my career, I have developed a reputation as an experienced professional with…
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